© 2021 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. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, and WTIM are investment advisers registered with the U.S. 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. 
Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial LLC (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
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  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful.
Skip to Main Content
Search Button

Investment Management

Your Client Experience: What you can expect

Benefit from a firm that is big enough to provide global investment intelligence and is also nimble enough to provide you with a personal connection to all the resources we provide.

You'll enjoy a close relationship with a trusted advisor who always puts you first, will strive to meet or exceed your expectations, and will take the time to:

  • Communicate at your desired frequency, knowing your advisor is just a click or a call away
  • Keep current your Investment Policy Statement (IPS), which serves as the customized blueprint for your ongoing individual circumstances and portfolio goals
  • Ensure that your portfolio is optimized to reflect our investment professionals' best thinking, as well as tactical guidance designed to help capture near-term opportunities and mitigate risks
  • Meet with you regularly for IPS portfolio reviews and rebalancing to see that your holdings fall within your desired risk parameters and are staying on track to meet stated goals

Intellectual capital to simplify a complicated world

Stay in the know with our monthly thought leadership publication, Capital Perspectives—and our Wilmington Wire blog posts—which provides the investment team's insights on market and economic developments, and keeps you posted on portfolio positioning shifts. We also hold client calls, both quarterly and during especially volatile times, where you'll have the opportunity to ask questions of Chief Investment Officer Tony Roth and Chief Economist Luke Tilley. You will also receive our annual Capital Markets Forecast, which sets out our predictions for the coming year. Our quarterly commentaries will also keep you in the loop on the latest municipal bond matters.

Customized delivery and special attention

Take advantage of offerings such as comprehensive, individualized reporting that will: keep you informed of performance contributions and results. You'll also receive daily account information through On-Line Portfolio™ technology, as well as audit and accounting assistance.

Take the first step toward the kind of deep, trust-based advisory relationship you deserve where our fiduciary commitment will always put you and your best interest first.

Related Insights

2021 Capital Markets Forecast
Market and economic predictions from our investment team
Read
Municipal Fixed Income Quarterly Market Review
A round-up of current municipal markets and areas of particular concern
Read
Capital Perspectives
Our monthly flagship publication
Read
Capital Considerations podcast with Tony Roth
Hear our CIO make sense of the issues that are top of mind for investors
Listen

What can we help you with today

Search results are ready