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Wilson Mak Yi

Wilmington Trust Investment Advisors, Inc.

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About Wilson Mak Yi

Wilson Mak Yi is an investment advisor representative at Wilmington Trust Investment Advisors, Inc. Wilson Mak Yi has been registered with the Securities and Exchange Commission since January 1, 2025. Wilson Mak Yi is registered as an investment advisor in Maryland. Wilson Mak Yi has passed the Uniform Investment Adviser Law Examination. Wilson Mak Yi is also registered with the state of Maryland. Wilson Mak Yi has worked at CapFinancial Partners, LLC (CAPTRUST) in Raleigh, NC and RINET COMPANY, LLC in BOSTON, MA. Wilson Mak Yi specializes in asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates, pension consulting, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

Firm Information

Wilson Yi is currently registered with Wilmington Trust Investment Advisors, Inc.. Wilmington Trust Investment Advisors, Inc. is an investment advisor headquartered in Wilmington, DE, with a focus on asset allocation, economic analysis and capital markets forecasting, and lease advisory services. They manage over $16.5 billion in assets, primarily for pension and profit-sharing plans, corporations, state or municipal government entities, and other investment advisors. They also provide investment management services for investment companies, charitable organizations, insurance companies, and high-net-worth individuals.
Wilmington Trust Investment Advisors, Inc.

WILMINGTON TRUST CENTER

WILMINGTON, DE 19890-0001

$16.50B

Assets Under Management

4

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

Asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wilson Yi’s Registration & Firm History

DE

01/01/2025 - Present

Wilmington Trust Investment Advisors, Inc. (WILMINGTON DE)

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Licenses & Designations

IA

Issued 03/16/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wilson Mak Yi.
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