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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.
Early Recognition Sustained Ownership
The cornerstone of our investment philosophy is the premise that shareholder wealth is created by early recognition and sustained ownership of superior companies. We also believe that identifying the best ideas requires more than one perspective.

  • Equities: Our multidimensional process seeks to identify profound themes, trends or patterns that will drive industry, commerce and society for market cycles and potentially generations. This proprietary process also filters our investment ideas through quantitative and qualitative screens, plus a final risk assessment.
  • Fixed Income: The process is an actively managed, top-down, relative value sector selection approach, wherein risk containment is a key element. Our objective is to position the portfolios in such a way that our sector, interest rate, yield curve, and credit analysis can add value within the given risk parameters.
  • Our sell discipline mirrors our analytical process and is just as rigorously applied. We regularly monitor our portfolios to determine if - and when - we should liquidate a position when thematic, quantitative or qualitative factors are overextended.
The dedicated Institutional Client Services team begins each relationship by gaining a thorough understanding of the client's needs. A detailed statement of Investment Policy Guidelines is developed and mutually agreed upon. In matching investment solutions, we may act in the role of Investment Manager and /or Advisor.
 

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Information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

Wilmington Trust is a registered service mark of Wilmington Trust Corporation, a wholly owned subsidiary of M&T Bank Corporation (M&T). Wilmington Trust Investment Advisers, Inc. (WTIA), a subsidiary of Manufacturers and Traders Trust Company (M&T Bank), is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank affiliates and clients.

This information contained herein is not intended as a recommendation or determination that any investment is suitable for a specific investor. Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by any bank or other entity, and are subject to risks, including a possible loss of the principal amount invested.

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