Individuals and Families
YOU SPEND YOUR LIFE CREATING A LEGACY. WEʼLL HELP YOU GROW AND PROTECT IT.
For each of us, there comes a point when we begin to think of our assets in terms of the next generation. How can we lead meaningful lives in our later years and still provide for our loved ones? What will our legacy be for our families and other beneficiaries who are important to us? At Indiana Trust, we help you evaluate all your options for retirement planning and the eventual transfer of wealth. We work to help you achieve your goals and grow the most important asset of all — peace of mind.
BUILDING A STRONG PORTFOLIO STARTS WITH BUILDING A STRONG RELATIONSHIP.
With Indiana Trust, you can expect a different style of service. We donʼt just “manage accounts.” We get to know our clients and they get to know us. We listen. We learn. We understand. Then we provide independent, unbiased counsel. There are no commissions or hidden investment agendas. Just a multi-generational dedication to meeting the changing needs of clients and their families.
YOU PROVIDE FOR YOUR EMPLOYEES TODAY. WEʼLL HELP THEM SECURE THE FUTURE.
In todayʼs world, employees are taking greater personal responsibility for accumulating adequate savings for their retirement years. This transfer of investment risk from employer to employee has created a strong need for both education and investment guidance for employee benefit plan participants. Our team specializes in assisting each participant in selecting a long-term investment approach that is appropriate to the individualʼs needs and tolerance for risk. You and your employees can count on Indiana Trust for sound advice and advanced strategies for asset allocation and diversification.
YOUʼRE COMMITTED TO MAKING THE WORLD A BETTER PLACE. WEʼRE COMMITTED TO HELPING YOU SUCCEED.
At Indiana Trust, we understand the unique environment in which charitable organizations, foundations and endowments operate. We know that sometimes thereʼs much more to the bottom line than just numbers. Youʼre dedicated to a higher purpose and a greater good, and Indiana Trust is here to help you fulfill your mission.