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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"At WTIA, our disciplined investment process is delivered by our team of highly credentialed professionals in order to attain a balance of innovation and rigor that is essential for discovering exceptional investment ideas.
The foundation of our distinctive process and approach to investments is our belief that shareholder wealth is achieved by identifying trends and companies early, and then owning those companies for a sustained period of time.
Our process ensures consistency in approach and outcome. Our professionals enliven the process with fresh thinking and relentless inquiry that together reveal profound themes driving industry, commerce and society.
On the equity side, our team of portfolio managers and analysts implement this proprietary multidimensional, analytical process: filtering investment ideas through thematic, qualitative and quantitative screens, plus a final risk assessment.
In fixed income, our portfolio managers and credit analysts take an actively managed, top-down sector selection approach, wherein risk containment is paramount.
With our clients, our Client Service Managers provide a proactive anticipation of client needs and responsive, customized service.
In total, over 150 seasoned investment professionals and staff serve our distinguished client base across the U.S. "
R. Samuel Fraundorf
President, Wilmington Trust Investment Advisors
Mr. Fraundorf joined Wilmington Trust in 2004 from KPMG Investment Advisors, where he served as director of alternative assets. Mr. Fraundorf earned a master's degree in Finance from Georgia State University and bachelor's degrees in Finance and Accounting from the University of Idaho. He holds the Chartered Financial Analyst (CFA®) designation and is a Certified Public Accountant (CPA).
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