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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.
Asset Allocation Process
Our dynamic asset allocation process enables WTIA to respond to changes in the market while remaining disciplined in the pursuit of each client’s investment goals.

WTIA uses both strategic and tactical allocation to determine optimum asset allocation ranges. We combine an informed respect for historical returns and the volatility patterns of various asset classes, with an aptitude for identifying opportunities in those asset classes.

Asset allocations are applied to client portfolios based on the risk tolerances and investment time horizon of the client with due care for current income and liquidity needs.

Central to our dynamic asset allocation process is our dedicated Asset Allocation Committee. It consists of senior management within our organization and brings together the collective views, expertise and consensus of our seasoned investment professionals.

The Committee sets ranges to reflect core investment strategies of both our management philosophy and our client base. These strategies range from an ultra-short money market solution focused on the preservation of capital to an aggressive all equity solution for maximum growth. Target allocations within the strategic ranges are revised to take advantage of expected market shifts.
 

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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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