INDIANA TRUST IS DEDICATED TO BUILDING WEALTH FOR YOU AND YOUR FAMILY – FOR GENERATIONS TO COME.
A SOLID FOUNDATION
At Indiana Trust Wealth Management, trust isn't just a part of our name – it's our core value in building long-lasting relationships.
As the first independent trust company in the state of Indiana, with more than thirty years in the wealth management profession and more than $2 billion in assets under management, Indiana Trust is deeply committed to the communities we serve.
Providing superior, unbiased wealth management and advisory solutions to clients and their families, Indiana Trust is dedicated to building wealth – for generations to come.
OUR FIDUCIARY DIFFERENCE
Indiana Trust adheres to the fiduciary standard of care.
According to the Cornell Law Dictionary, "A fiduciary duty is the highest standard of care."
Our duty as a fiduciary is to act solely in your best interests – with the prudence, diligence and good judgment of credentialed professionals.
COMMITMENT TO CLIENTS
We promise to get to know you, understand your needs, and assess your unique circumstances, to implement customized solutions based on sound strategy.
UNBIASED COUNSEL
Indiana Trust brings a level of technical expertise and understanding of wealth stewardship that comes from working with cients in a fidcuciary capacity for more than three decades.
PROACTIVE PROCESS
Our proactive advisory process begins by seeking to understand the circumstances which are unique to your wealth issues, establishing personalized objectives, and creating a holistic wealth management strategy, based on an identified risk tolerance. We proactively review, monitor, and reassess, taking into consideration regulatory environments, tax laws, capital markets, and life events.
EXPERIENCED PROFESSIONALS
Your Indiana Trust team has the experience to provide you with comprehensive advisory solutions that take into consideration important wealth issues such as tax planning, cash-flow forecasting, risk management, and charitable giving – solutions with specific strategies which are best-suited for building your legacy.
MULTIGENERATIONAL SERVICE
At Indiana Trust, we have a history of building multigenerational relationships with our clients and their families, and our advisors have the level of expertise required to manage the complexities of multigenerational wealth. Multigenerational service is a part of our process.
More than just investment management, Indiana Trust is your trusted advisor.
