Hamburger Menu Search Button Wilmington Trust Logo INVESTMENT MANAGEMENT Institutional Investors Benefit from our deep institutional experience and robust suite of equity, fixed income, and holistic asset allocation strategies (Outsourced Chief Investment Officers). Quantitative capital markets analysis informs long-term strategic outlooks and portfolio allocations, while the rigorous search for high-quality managers strives to provide high levels of liquidity, yield, and return—all within an advanced risk framework. We work across the spectrum in the fields of education, religion, healthcare, and more: Pensions Endowments Foundations Hospitals Schools Unions Intermediaries Municipalities Holding companies Captive insurance companies Banks and funds associated with project finance transactions About Wilmington Trust Investment Advisors Wilmington Trust Investment Advisors (WTIA) is an SEC-registered investment adviser which provides asset management services to institutional clients. WTIA also provides investment services to Wilmington Trust and affiliates, and serves as the principal sub-advisor to the Wilmington Funds, a family of mutual funds designed to meet a range of investment objectives.* Wilmington Trust Investment Advisors (WTIA) is an SEC-registered investment adviser which provides asset management services to institutional clients. WTIA also provides investment services to Wilmington Trust and affiliates, and serves as the principal sub-advisor to the Wilmington Funds, a family of mutual funds designed to meet a range of investment objectives.* Core investment tenets Our investment tenets form the foundation of our efforts to enhance portfolios by reaping attractive, competitive returns and sidestepping common pitfalls. Our investment tenets form the foundation of our efforts to enhance portfolios by reaping attractive, competitive returns and sidestepping common pitfalls. Strategic intelligence Benefit from the deep bench of experienced research analysts and economists that powers our capital markets forecasts: one-year and decade-long capital markets analysis that informs our long-term asset allocations. Benefit from the deep bench of experienced research analysts and economists that powers our capital markets forecasts: one-year and decade-long capital markets analysis that informs our long-term asset allocations. All-in-one solutions platform Have access to both proprietary and open architecture investment options, as our mandate is to try and provide you with a robust array of equity and fixed income solutions, and access to nontraditional managers. Have access to both proprietary and open architecture investment options, as our mandate is to try and provide you with a robust array of equity and fixed income solutions, and access to nontraditional managers. Your tactical portfolio Markets and economies are fluid. To sidestep short-term challenges and capitalize on short-term opportunities while minimizing drawdown risk exposure, our Investment Committee makes tactical (9- to 12-month) asset allocation shifts in the weightings of asset classes that affect the investments in your portfolio. Markets and economies are fluid. To sidestep short-term challenges and capitalize on short-term opportunities while minimizing drawdown risk exposure, our Investment Committee makes tactical (9- to 12-month) asset allocation shifts in the weightings of asset classes that affect the investments in your portfolio. Your Client Experience Enjoy a level of personal attention and customization. Know our firm's best thinking on markets and economies and how it informs our core investment narrative and portfolio positioning. Critical and monthly communications and thought leadership papers will help maintain confidence during times of uncertainty. Enjoy a level of personal attention and customization. Know our firm's best thinking on markets and economies and how it informs our core investment narrative and portfolio positioning. Critical and monthly communications and thought leadership papers will help maintain confidence during times of uncertainty. Learn how our investment management capabilities can help you achieve your goals by speaking with one of our professionals today. *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 https://adviserinfo.sec.gov/. Related Insights Institutional Perspectives Our flagship publication delves into our institutional views on current market and economic issues Read Article MEET OUR TEAM Intelligence backed by deep experience to power your portfolio and manage risk Learn More Connect Search Contact Locations Help Follow Us Our Firm Our Advantage Investor Relations Newsroom Careers CLIENT LOGIN Webfolio WT365 WTIA Cash reporting Wilmington Funds M&T Bank Privacy & Security Terms of Use Site Map Disclosures: © 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. Our website uses cookies × Certain cookies are necessary for website operational purposes. Other cookies are optional cookies that we would like to deploy in order to improve your browsing experience. Further detail is set out in our Cookie Notice. For optional cookies (e.g, analytics, marketing, social networking), please confirm your preference: Accept All Decline All Manage Preferences