Indiana Trust Wealth Management

Individual & Family Wealth. Qualified Retirement Plan Administration. Non-Profit Organizations & Foundations. Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations. Chartered in 1988 as the first independent trust company in the state of Indiana, and now with more than $2 billion in assets under management, Indiana Trust is deeply committed to the communities it serves. Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management...

Wealth management,investment management,fiduciary counsel,advisory services,multi-generational wealth services,retirement planning,estate planning,wealth transfer,custody of assets,family office management,personal trust,wealth strategies,business succession planning,employee benefit plans,non-profits,foundations,corporations,financial planning,rfp response,trust administration,estate settlement,estate administration,ira rollovers,business retirement plans,employee benefit plans,endowments,special needs trusts,sustainable investing,esg,socially responsible investing,sri,fiduciary duty,environmental social and governance,excellence in stewardship,tax strategy,advisory solutions,institutional investing,esop,and employee-owned and operated

Indiana trust wealth management operates in the Financial services industry.

Indiana trust wealth management's revenue is 11m - 100m

Indiana trust wealth management has 11 - 50 employees.