• Individual and Family Wealth.
• Business Retirement Plans.
• Non-Profit Organizations, Foundations and Endowments.
As an independent, employee-owned trust company and fiduciary with nearly $2 billion in assets under management and more than thirty years in the wealth management profession, Indiana Trust Wealth Management is deeply committed to the communities we serve.
Advising clients and their families nationwide, Indiana Trust is dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management services, including:
• Investment Management
• Financial Planning
• Trust & Estate Administration
• Estate Settlement
• Individual Retirement Planning
• IRA Rollovers
• Business Retirement Plan / Employee Benefit Plan Administration
• Non-Profit, Foundation, and Endowment Services
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
Find out about our fiduciary difference at www.IndTrust.com.
ELKHART, MISHAWAKA, MUNCIE