Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
WILMINGTON TRUST - Equipment Finance Investment Management Services | Wilmington Trust
Wealth Advisory
Wealth Advisory
Investment Management

Investment Management

Substantial wealth can bring with it substantial complexity, and Wilmington Trust understands the intricacies of growing and protecting wealth. Let our century of experience inform your portfolio with sophisticated solutions that can take you from where you are to where you want to be.

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.
  • Investment Policy Statement

    Your Investment Policy Statement is designed to:
    • Frame your needs, priorities, and wealth management objectives
    • Assess how much risk you feel comfortable taking
    • Identify areas of special focus and preferences, e.g., building income for a retirement portfolio, managing potential tax consequences
    • Establish a reference point to monitor portfolio strategies and evaluate results
    • Help you to keep your portfolio strategy on track during market peaks and troughs

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:
  • Asset allocation

    We have access to research, forecast market and economic trends, and provide asset allocation advice that seeks to enhance return potential and reduce volatility. In addition, we:
    • Develop strategic asset allocations based on long-term forecasts and tactical asset allocations to capitalize on short-term market shifts
    • Focus on providing competitive long-term returns with reduced downside risk to curb portfolio volatility and sharp upturns and downturns
    • Diversify investments among asset classes that do not move in lockstep to maximize the return for a given level of risk
    • Employ both active and passive investing, depending on the circumstances and which is better suited to enhance portfolio performance at the lowest cost
  • Manager selection

    We scour the universe of investment offerings from both inside the firm (proprietary) or outside (third-party), so you can be confident that you have experienced talent available. As part of the process, we:
    • Scrutinize philosophy and process
    • Collect and analyze data regularly
    • Determine which top-tier managers pass muster
    • Perform ongoing due diligence to help ensure managers adhere to their particular style and process
  • Portfolio construction

    We factor in risk tolerance, tax-sensitivity, and other considerations to create portfolios for you that are designed to provide you with competitive long-term returns with reduced downside risk.

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.
  • Experience

    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.
  • Dedication

    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.
  • Intelligence

    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.

Tony Roth
Tony Roth
Chief Investment Officer
Email Tony
R. Samuel Fraundorf
Cam Albright
Head of Investment Strategy
Email Cam
Dominick D'Eramo
Dominick D'Eramo
Chief Fixed Income Officer
Email Dominick
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© 2020 M&T Bank Corporation and its subsidiaries. All rights reserved.

Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation's international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 Investment and Insurance Products
  • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value