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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.

Investment Management

Managed Accounts

When you're busy with your day-to-day life, you have little time for anything else, let alone time to manage your investments. Learn how a managed account program may be the simple solution to help you navigate the complex world of investing.

What is a managed account?

With thousands of investment options available, it can be difficult to create a cohesive and intelligent portfolio. One option to consider is a managed account, which is an investment account owned by you and managed by a professional money manager. With this type of account, you can select the portfolio model that most closely aligns with your individual needs, goals, and other circumstances. A professional money manager guides the portfolio model's investments and overall strategy.

Managed accounts can provide you with:

  • A trusted relationship with an investment professional
  • The ability to streamline your financial life
  • Access to fund shares typically not available to individual investors
  • Protection from the emotional and behavioral traits that lead many investors astray

Portfolio Architect: A managed account solution

Learn more about our managed account program designed for long-term investors seeking professional asset allocation and manager selection in one convenient account. Portfolio Architect is a managed account program where assets are invested according to asset allocation models created by Wilmington Trust Investment Management, LLC

Talk to a Financial Advisor at our affiliate, M&T Securities, Inc., to find out if a managed account program is right for you. Get started today by calling 1.800.724.7788 or emailing M&TSECURITIESCLIENTSOLUTIONS@mtb.com.

Investing involves risks and you may incur a profit or a loss. Asset allocation and diversification does not ensure a profit or guarantee against a loss.

Portfolio Architect is a managed account program sponsored and managed by Wilmington Trust Investment Management, LLC (WTIM) and offered through its affiliate, M&T Securities, Inc. (member FINRA/SIPC). Portfolio Architect is not a banking product or service, and is not offered by M&T Bank or its banking affiliates. WTIM has engaged M&T Securities, Inc. to provide administrative services to Portfolio Architect customers.

This communication is for information purposes only and is not intended as an offer or solicitation for the sale of any particular security or investment product. This material does not constitute a determination that Portfolio Architect or any investment strategy is suitable for a specific investor. Investors should seek financial advice regarding the suitability of any investment strategy based on their objectives, financial situations, and particular needs.

Portfolio Architect is generally designed for long-term investors. Investment vehicles employed in Portfolio Architect strategies may include mutual funds, exchange-traded funds, closed end funds, and model portfolios of equity and/or fixed income securities. Certain asset classes involve material risks in addition to those typically associated with investments. The distinct risks for any investment strategy should be reviewed and understood prior to investing. There is no assurance that any investment strategy will be successful. Transfer between program options may involve investment gains or losses and have tax consequences, please consult with your tax professional.

M&T Securities and its representatives receive compensation for services performed in connection with the Portfolio Architect program and therefore have an incentive to recommend the program. For more information please see the Portfolio Architect Wrap Fee Program Brochure, available upon request at 1-800-845-2987.