Wilmington Trust Investment Advisors, Inc.

Wilmington Trust Investment Advisors, Inc.

Wilmington Trust Investment Advisors, Inc.

Overview
Date Founded

1995

Headquarters

280 Congress Street,Boston, MA 02210-1023

Type of Company

Private

Employees (Worldwide)

134

Industries

Investment Services & Portfolio Management

Company Description

Wilmington Trust Investment Advisors (WTIA) advises clients with respect to investments in mutual funds, employing both in-house and independent investment managers; separate accounts managed by in-house and independent investment managers; and/or individual securities. The firm's investment strategies include equities, fixed income, asset allocation, and multi-manager. Each of these strategies may employ long term purchases, short term purchases, margin transactions, option investing, covered options, uncovered options or spread strategies. WTIA's strategies include, but aren't limited to: Enhanced Dividend Income; Dividend Growth; Core Equity; Large-Cap Sector Allocation; Ultra Short-Term and Short-term Fixed Income; Intermediate and Long-Term Fixed Income; Tax Exempt Municipal Fixed Income; and Multi-Strategy Income. WTIA also offers access to M&T Bank's Options Overwrite Program. This strategy seeks to reduce risk to the extent that income generated by the writing of call options offsets losses from any stock price declines. The Options Overwrite Program can be applied using two primary strategies, depending upon a client’s specific investment goals: Premium Harvest Strategy and Exit Strategy.

Executives & Employees

President & Chief Executive Officer

Chief Investment Officer

Chief Compliance Officer

Senior Vice President & Chief Compliance Officer

Head of Fixed Income Search & Strategy

Head of Fixed Income

Head of Municipal Fixed Income

Head of Investment Strategy

Group Vice President & Head of Equity & Non-Traditional Investments

Chief Economist

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Board of Directors

Chairman & Chief Executive Officer at M&T Bank Corp.

President & Chief Executive Officer at Wilmington Trust Investment Advisors, Inc.

Fund Advisor at Wilmington Trust Investment Management LLC

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Clients

GENEROUS DONORS CREATE POSITIVE IMPACT IN THE LIVES OF FREDERICK COUNTY CITIZENS THROUGH GRANTS AND SCHOLARSHIPS. IN FY2016, GRANTS TOTALING $4,655,832 BENEFITED 246 NONPROFITS SERVING THE COMMUNITY, SUPPORTING THEIR CRITICAL PROGRAMS AND PROVIDING SERVICES TO THOUSANDS OF RESIDENTS. SCHOLARSHIPS FOR POST-SECONDARY STUDY (INCLUDING VOCATIONAL TRAINING) TOTALING $821,711 WERE AWARDED TO 317 STUDENTS. AS A RESULT, THE WELL-BEING, GROWTH, AND SUCCESS OF FREDERICK COUNTY CITIZENS AND OUR COMMUNITY-AT-LARGE WAS IMPROVED, AND ADVOCACY FOR NEW DONORS WAS ACCOMPLISHED.

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