Institutional Investment Advisory
MTB Investment Advisors, Inc. (“MTBIA”) is an independent, registered investment advisory firm headquartered in Baltimore, Maryland. Explore our full range of institutional investment products, including fixed income, enhanced cash, core equity, and balanced account management.
Clients - MTBIA clients include institutions for whom we manage defined benefit and contribution plans; not-for-profit organizations for which we specialize in endowments, retirement plans, operating income and cash flow management.
Investment Options - MTBIA provides clients with separate account strategies and a proprietary platform of mutual funds for which we serve as advisor. The roster of mutual funds includes institutional and retail classes.
Investment Styles - Whether MTBIA is managing separate accounts or mutual funds, we have attained an impressive degree of visibility and success in five primary investment capabilities that include the following:
Enhanced cash
Intermediate and long-term fixed income
Large cap core equity
Large cap growth equity
Small cap growth equity
Analytical Process - For both equity and fixed income styles, our goal is to identify first-rate ideas for professional decision-makers like you. Using a combination of precision and creative insight, we seek quality investments in the equity and fixed income markets.
At MTBIA, we are committed to a process that is disciplined, measurable and accountable. We use a disciplined yet opportunistic methodology – a process that is both systematic and continuous. A security will only be considered for your portfolio when it successfully passes through independent but interrelated screens and a final risk assessment.
This multi-dimensional analysis flows through three screens - a thematic macro view, an objective, quantifiable analysis and an experienced, subjective evaluation. Our strict risk control measures must then validate any discoveries we make.
The same individuals responsible for preserving the integrity of our portfolios support every part of our process. Practical and creative, pragmatic and inventive – our investment team provides professional decision-makers with original ideas, a rigorous methodology and real-world financial solutions.
For more information call us at 410-986-5600 or contact your local M&T Bank representative, to find our how we can help.
Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value
M&T Investment GroupSM is a service mark of M&T Bank Corporation and consists of M&T Securities, Inc., the investment-related areas of M&T Bank and investment advisory firms MTB Investment Advisors, Inc., and Zirkin-Cutler Investments, Inc.
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.
