Creating your personalized plan
Your relationship with Wilmington Trust begins with an in-depth, one-on-one conversation with your Wealth Advisor, who will work with you to assess your needs, objectives, risk tolerance, and other factors. Together, you will develop a personal Investment Policy Statement—the centerpiece of your long-term investment strategy.
Crafting a prudent strategy for each client
All of our investment decisions are guided by the exceptional talent and insight of our Investment Committee—the firm's elite cadre of top analysts, strategists, and economists with many decades of investment experience. Utilizing their considerable knowledge, our goal is to preserve and grow your assets while helping you avoid unnecessary risks.
Our complete asset management process:
Why choose Wilmington Trust?
Learn why generations of affluent individuals and families have relied on us to manage their assets for more than 100 years.
Choose a firm that's been managing wealth for generations. There is no substitute for experience. You and your hard-earned wealth deserve the kind of experience and wealth management stewardship that affluent families have received for decades—through bull and bear markets, economic expansions and recessions, and even a Great Depression.
You come first. You can have complete confidence in one thing: your advisor has a "client first" mentality. He or she will be focused on you, your needs, and your objectives.
Infuse your portfolio strategy with our proprietary research. You'll have access to our firm's best thinking, through the available proprietary research and thought leadership of our Investment Strategy Team, which develops a comprehensive array of strategies that are brought to bear on your portfolio.
Reach out today to discuss how an advisor can help enhance your long-term portfolio strategy and give you the confidence to pursue your wealth management objectives.
Investing involves risks and you may incur a profit or a loss. Asset allocation/diversification does not guarantee a profit or protect against a loss.
Wilmington Funds are entities separate and apart from Wilmington Trust, M&T Bank, and M&T Securities. The Funds adviser, Wilmington Funds Management Corporation, is a wholly owned subsidiary of Wilmington Trust Corporation.