Indiana Trust Wealth Management
@indiana_trust
Mishawaka, Indianahttp://www.indtrust.com Financial ServicesOverview
About 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 $2.5 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 and advisory solutions – delivering legacies built on trust.
• Investment Management
• Financial Planning
• Trust & Estate Administration
• Estate Settlement
• Individual Retirement Planning
• IRA Rollovers
• Qualified Retirement Plan / Employee Benefit Plan Administration
• Non-Profit / Foundations / Endowment Services
With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship.
From generation to generation, we deliver legacies - built on trust.
Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do. #SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives
#IndianaTrustWealthManagement
#LegaciesBuiltOnTrust
#TrustIsTheWayWeDoBusiness
When you're ready to take the next step, talk with Indiana Trust.
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 $2.5 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 and advisory solutions – delivering legacies built on trust.
• Investment Management
• Financial Planning
• Trust & Estate Administration
• Estate Settlement
• Individual Retirement Planning
• IRA Rollovers
• Qualified Retirement Plan / Employee Benefit Plan Administration
• Non-Profit / Foundations / Endowment Services
With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship.
From generation to generation, we deliver legacies - built on trust.
Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do. #SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives
#IndianaTrustWealthManagement
#LegaciesBuiltOnTrust
#TrustIsTheWayWeDoBusiness
When you're ready to take the next step, talk with Indiana Trust.