Hamburger Menu Search Button Wilmington Trust Logo INVESTMENT MANAGEMENT THE PORTFOLIO ARCHITECT SUITE OF INVESTMENT STRATEGIES Simple. Intelligent. Versatile. Each strategy is designed based on a given objective that strives to achieve a competitive return for a given amount of risk. Based on your risk profile, as well as your goals and investment time horizon, your advisor can help you determine which may be appropriate for you. Intelligently designed as a series of simple and versatile model investment options. Intended for use by advisors to help clients meet financial goals and needs. Asset allocation expertise provided by Wilmington Trust Investment Advisors, Inc., a member of the M&T family. GET STARTED TODAY. Contact your advisor to learn more about Portfolio Architect strategies and associated costs. Get Started SIMPLE Built-in professional management. Different investments may do well from year to year. And no one can predict the future — but our professional money managers strive to prepare for it with careful: Asset diversification. A mix of equities (stocks), fixed income (bonds), and other asset classes—as well as different types of investments within those asset classes—can be an important part of reducing volatility and has the potential to mitigate capital loss for a certain level of risk* Risk Tolerance. Risk and reward. It's a tradeoff. How much risk an investor is willing to take, i.e., potential asset loss--in an effort to reap potential reward, affect the type of asset allocations. In general, the more the focus is on growth and the greater one's risk tolerance, the more aggressive the investment. *Investing involves risks and you may incur a profit or a loss. Asset allocation/diversification cannot guarantee a profit or protect against a loss. INTELLIGENT The intelligence behind the scenes. Portfolio Architect’s strategies are guided by market theory and economic data from the analysts, portfolio managers, and economists at Wilmington Trust Investment Advisors, Inc. The team builds and monitors the asset allocation models behind the various strategies. Below is an overview of the research-led investment process it utilizes. †The investment process described above represents WTIA’s general investment process for discretionary separate account mandates that is similar but not identical to the investment process utilized by WTIA for its model strategies. The appropriate level of risk for a separate account mandate is determined by reference to a separate account client’s risk comfort level and investment objectives. Individual Portfolio Architect strategies managed by WTIA, however are model strategies subject to the relevant strategy’s objectives and restrictions and are not tailored to a specific client. Rather, with assistance of their advisors, investors choose, based on their own risk comfort level and investment goals, which WTIA Portfolio Architect strategies they believe are most appropriate for them. Many WTIA Portfolio Architect strategies utilize Wilmington Funds and/or model portfolio products managed by advisors affiliated with WTIA (together, “Affiliated Products”). The use of such Affiliated Products in a Portfolio Architect strategy will typically result in additional revenue to M&T Bank and/or its affiliates, in the form of compensation for investment management, execution, administration, and/or other services. Such additional revenue presents a conflict of interest because it creates an incentive to select Affiliated Products. Such conflict of interest could influence specific recommendations. VERSATILE A flexible framework engineered to suit you. The Portfolio Architect suite of investment strategies were designed to suit an investor's personal risk levels, needs, and goals. Investors, in consultation with their advisor, can choose from a range of risk-adjusted strategies, from the most conservative (greater fixed income allocation) to the most aggressive (greater equity allocation). The Portfolio Architect Suite of Strategies Choices geared toward a variety of invididual needs, tastes and goals. Core Strategy Third-Party Passive-Oriented Income-Oriented Diversified Fixed Income Enhanced Dividend Income Strategy (EDIS) and Disciplined Core Equity Strategy (DCES) Get started today. Provide your information below to have on of our professional contact you and find out which Portfolio Architect strategies may be best suited for you. 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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. 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