Due to our recent name change to Wilmington Trust Investment Advisors, Inc. (WTIA), some of our site's content may not be representative of our new combined entity. Please be assured that work is underway to update the site.
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| Advisory Services |
By virtue of our consultative and multifaceted approach
to servicing our client base, we also function
in an advisory role in the following ways:
- Advisory services are the primary function and focus
of our Institutional
Client Services team. This process
begins by analyzing and understanding client
objectives. We can establish or review (if
guidelines exist) acceptable ranges, targets
and benchmarks in the signed Investment Policy
Guidelines. After gaining a thorough understanding
of needs and objectives, we match investment
options accordingly. Rebalancing is essential
for continued compliance within the set targets.
- Our work as an Advisor continues with our dedicated
Asset Allocation Committee. The Committee
determines target levels within the ranges
of asset and sub-asset classes based on our
current tactical outlook of interest rates,
economic cycles, leading indicators and other
economic and financial factors.
Click
here to learn more about our Asset Allocation
Process, which is both Strategic and Tactical.
- Another facet of our role as Advisor is our
flexible architecture approach. We recognize
that clients may need access to asset classes
that are beyond our areas of core competency.
As such, we have developed close working relationships
with selected investment management firms
whose styles complement ours and enable us
to offer our clients a wide range of solutions
dependent upon their needs. We remain the
primary client advisor and provide performance
reporting and updates on each of the managers
involved.
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