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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| Our Role As Advisor |
As
Advisor, our approach is multifaceted
and consultative. This advisory approach includes:
- Thoroughly
understanding our clients' objectives, then
establishing or refining their Investment
Policy Guidelines. Our Client
Services Team follows a five-step
process to align appropriate investment options
to client objectives.
- The
ability to offer a wide range of investment
solutions that maximize the core competencies
of WTIA, as well as the expertise of other
top-tier investment managers.
- Determination
of target ranges for asset and sub-asset classes
by our Asset
Allocation Committee.
Our overall goal as Advisor
is to gain a detailed understanding of each client’s
situation in order to provide appropriate services
and capabilities.
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