Indiana Trust
Wealth Management
Helping clients stay on course for thirty years.
- Chinese proverb
The second best time is now."
"The best time to plant a tree was 20 years ago.
Trust is the way we
do business.
- R. Williams
"Trust is always earned, never given."

Our Approach

We don’t take for granted the fact that you have options when it comes to managing your wealth. That’s why we have spent more than thirty years working with know-how, integrity, and virtue to earn our clients’ trust and respect, while their portfolios earn value.

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Our Services

Whether investment management, retirement planning, trust administration, managing employee benefit plans, or working with charitable organizations, foundations and endowments, our highly-credentialed team will take the time to get to know you, understand your wealth stewardship needs and evaluate your options.

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Our Perspective

As your local, independent wealth management experts, we want to take every opportunity to put relevant, up-to-date information in your hands. We offer our perspective on what’s happening in the world of economics to keep you on the path toward your goals.

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Wherever Life Takes You

You can count on Indiana Trust.
We're here for you - every step of the way.

 

 

 

Latest Advisor Blog

 

Market Week: September 16, 2019

Mon, 09/16/2019 - 13:08

Stocks continue to rebound from their August declines, posting gains for the third week in a row. Each of the benchmark indexes listed here increased in value, led by the small caps of the Russell 2000, which climbed close to 5.0%. Trade tensions appeared to wane, at least for now, after China said that it wouldn't impose tariffs on imports of certain U.S. agricultural goods. The European Central Bank initiated several stimulus measures, including an interest rate cut. Buoyed by these events, investors moved to stocks. Long-term bond yields soared as prices plummeted. The yield on 10-year... (read more)

Read This Blog | See more Advisor Blog posts

 

Latest Newsletter

 

3rd Quarter 2019

See the 3Q 2019 Trusted Advisor Newletter:

  • "Markets Delivering Mixed Messages" by Clayton T. Bill, CFA, Vice President, Director of Investment Advisory Services, Indiana Trust Wealth Management.  Includes quarterly market returns summary.
  • "Investing for Social Good and Personal Gain" - Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn't mean you have to forgo pursuing a return.
  • Quarterly Investment Briefing Announcement

Read our latest newsletter.

Meet Our Team