Investment Services for High-Net-Worth Individuals and Institutions
Investment Services

Investment Services
Investment Services

Your investment needs and goals are not identical to those of any other investor. That's why we customize your portfolio to your specific requirements.
We offer an array of investment strategies and vehicles to high-net-worth individuals and families, business owners, foundations and endowments, financial advisors, and corporations.

Our investment offerings include:

Once we've tailored a strategy to suit your needs, we implement it with solutions that draw on the expertise of our own skilled portfolio managers and institutional-quality third-party firms. Our due diligence and manager oversight processes guard against style drift and underperformance, keeping your investments aligned with your goals.

Our investment philosophy:

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© 2014 Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by
M&T Bank. Investment Services, Wealth Advisory and Corporate & Institutional products and services are offered by Wilmington Trust Company,
operated in Delaware only, and Wilmington Trust, N.A. International Corporate & Institutional services are offered through our international affiliates.

 Investments: • Are NOT FDIC-Insured. • Have NO Bank Guarantee. • May Lose Value. 
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust or Wilmington Trust NA.

M&T Bank and Wilmington Trust, N.A. are Members FDIC and Equal Housing Lenders NMLS #381076 Equal Housing Lender