Managed Accounts

A managed account program may be the simple solution to help you navigate the complex world of investing. Talk to a dedicated M&T Securities Financial Advisor today.

When you’re busy with your day-to-day life, you have little time for anything else, let alone time to manage your investments. Learn how a managed account program may be the simple solution to help you navigate the complex world of investing.

What is a Managed Account?

With thousands of investment options available, it can be difficult to create a cohesive and intelligent portfolio. One option to consider is a managed account, which is an investment account owned by you and managed by a professional money manager. With this type of account, you can select from available portfolio models that align with your individual needs, goals, and other circumstances. A professional money manager guides the portfolio model’s investments and overall strategy.

Managed accounts can provide you with:

  • A trusted relationship with an investment professional
  • The ability to streamline your financial lives
  • Access to fund shares typically not available to individual investors
  • Protection from the emotional and behavioral traits that lead many investors astray

Learn more about Portfolio Architect, the managed account program, sponsored and managed by Wilmington Trust Investment Management, LLC.

 

 

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Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • 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.
M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states.
​There is no assurance that any investment strategy will be successful.
Portfolio Architect is a managed account program sponsored and managed by Wilmington Trust Investment Management, LLC (WTIM) and offered through M&T Securities, Inc. (member FINRA/SIPC).   WTIM has engaged M&T Securities, Inc. (“MTS”) to distribute Portfolio Architect and to provide administrative services to Portfolio Architect customers.  To the extent permitted by law, WTIM may purchase municipal bonds or other securities from or through MTS. MTS may act as underwriter, dealer, principal or agent, or its services may be limited to brokerage services. MTS receives compensation in the form of a commission, mark-up/mark-down, dealer concession or other usual and customary compensation, depending on the role played by MTS. In certain circumstances, WTIM  may direct  certain securities transactions to be executed through MTS when WTIM has specifically determined that trading through MTS will provide best execution for the client. WTIM will purchase bonds or other securities from MTS subject to legal and regulatory restrictions on transactions between affiliates, including limits on the amount and rating of securities purchased and limits on compensation that may be paid by WTIM or received by MTS.WTIM’s affiliates, Wilmington Funds Management Corporation (“WFMC”) and Wilmington Trust Investment Advisors, Inc. (“WTIA”), are the investment adviser and sub-adviser, respectively, to the Wilmington Funds which may be included in your Portfolio Architect Program and Strategy. As a result, WFMC receives investment advisory fees and administrative services fees from the Wilmington Funds and shares a portion of those fees with WTIA. The fees received by WFMC are based on the amount of assets in the Wilmington Funds. WTIA is also a non-discretionary model provider for Portfolio Architect and receives compensation for providing such models.
The content of this page is for informational purposes only. It is not designed or intended to provide financial, tax, legal, investment, accounting, or other professional advice since such advice always requires consideration of individual circumstances. Please consult with the professionals of your choice to discuss your situation.