Equity Process
Fixed Income Process
Enhanced Cash Process
Asset Allocation Process
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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.
Enhanced Cash Process
The Enhanced Cash Strategy is a time-tested, tailored and actively managed approach to short-term investing. It is designed to maximize returns, while preserving principal and providing liquidity.

The Strategy takes advantage of increased yield opportunities at the short end of the yield curve, just beyond the maturities of money market fund eligible securities. To achieve these objectives, we actively manage the portfolios utilizing our highly disciplined relative-value approach, which is constantly monitored and reviewed to realize our clients’ goals. A five step approach is used in order to meet each client’s specific objectives and liquidity requirements:
  1. Determine the Appropriate Weighted Average Maturity
  2. Determine the Optimal Portfolio Structure
  3. Determine the Sector Allocation
  4. Construct the Portfolio
  5. Continuously Monitor & Actively Manage the Portfolio
Our dedicated credit analysts provide a disciplined "bottom-up" evaluation that is used to complement the "top-down" analysis of the overall health of the economy that is reviewed at our weekly strategy meetings. Our Enhanced Cash portfolios are continuously monitored with the same thorough attention as our Fixed Income Strategies. The Enhanced Cash Strategy is an area of focus and expertise for us.
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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© 2012 Wilmington Trust Investment Advisors, Inc. All rights reserved.