Dedicated to investment excellence that brings your customized portfolio to life
INVESTMENT MANAGEMENT
Our experience, sophisticated solutions, and customized, goals-based planning are intended to to help preserve and grow your wealth while managing risk.
Our approach
INVESTMENT MANAGEMENT
Your needs and unique circumstances are central to our process that seeks to help navigate market volatility, while staying focused on your long- and short-term objectives.
We bring desired markets and exposures to client portfolios with innovative structures that reflect our highest-conviction ideas.
We focus on economics to develop long-term asset allocations and market projections as well as shorter-term adjustments to help sidestep challenges and capitalize on opportunities. Each step of our process takes a multidimensional approach to managing portfolio drawdown1 risk.
You have access to our expert leaders and a trusted advisor who crafts an investment plan that is grounded in an investment policy statement and periodically reviewed to help ensure your wealth goals are on track.
Are you ready for the year ahead?
2025 CAPITAL MARKETS FORECAST
Gain insights for ways to build a resilient portfolio and navigate the investment landscape.
Looking for Institutional Investment Services?
Explore our nondiscretionary investment advisory capabilities, which are wholly committed to fulfilling the particular objectives of defined contribution plan sponsors, foundations, and endowments, as well as educational, cultural, and other institutions.
Investment Management Strategies
We offer an array of stock, bond, and alternative solutions—including private markets opportunities from smaller, newer, and proven capacity-constrained managers—plus hedge funds and real assets, that we believe offer significant potential excess return.
We maintain a diverse stable of U.S. small-, mid-, and large-capitalization companies, as well as emerging markets (developing economies) and developed international equities.
Municipal and taxable strategies comprise a diverse portfolio of fixed income securities—including corporate, municipal, and government bonds, as well as enhanced cash strategies—with maturities ranging from 0.5 to 15 years in an effort to preserve capital and generate dividend yield for incremental income.
We offer qualified investors2 access to attractive alternatives, investing via innovative hedge funds and real asset strategies, as well as niche private markets structures.
For clients who seek to have their values reflected in their portfolios, our proprietary equity and fixed income solutions invest in high-quality U.S. large-cap companies and securities, respectively, that focus on financially material sustainable investment opportunities.
Enhanced strategies that seek to provide current income while maintaining liquidity and stability of principal are available as money market funds or mutual funds.
Alternative assets, such as strategies that invest in hedge funds, can present greater risk and are not suitable for all investors.
Strategies that focus on ESG factors will cause them to sell or avoid certain stocks. Such stocks may subsequently perform better than stocks selected considering ESG factors. The evaluation of ESG factors will affect a strategy’s exposure to certain issuers, industries, sectors, regions, and countries, and may impact the relative financial performance of the strategy depending on whether such investments are in or out of favor.
You could lose money by investing in a money market fund. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so.
Read, listen, and learn through our timely articles, podcasts, blog posts, and more.
THOUGHT LEADERSHIP
Eyeing the Runway for a Soft Landing
CAPITAL PERSPECTIVES
What do economic and market moves mean for portfolios? Let our investment insights help inform your direction.
Private Equity Engine: Shifting into Gear?
WILMINGTON WIRE
Securing Tomorrow: The Power of AI in Cyber Defense
CAPITAL CONSIDERATIONS
Digital Infrastructure: Investment in U.S. Economic Exceptionalism
INVESTMENT MANAGEMENT
Explore our full range of services for your holistic wealth management needs:
ADDITIONAL WEALTH MANAGEMENT SERVICES
Advisors you can count on no matter where your journey takes you
OUR TEAM
As your passions and pursuits evolve, we'll thoughtfully help you build a plan based on your wealth aspirations.
Tony Roth
Chief Investment Officer
Luke Tilley
Chief Economist
Meghan Shue
Head of Investment Strategy
Contact a Wilmington Trust investment professional.
We're here to learn more about your unique needs to create a customized investment path forward.