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.
Company Details
- Employees
- 47
- Founded
- 1988
- Address
- 4045 Edison Lakes Parkway, Suite 100, Mishawaka,indiana 46545,united States
- Phone
- 574-271-3400
- in****@****ust.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- indtrust.com
- Keywords
- Wealth Management, Investment Management, Fiduciary Counsel, Advisory Services, Multi-Generational Wealth Services, Retirement Planning, Estate Planning, Wealth Transfer, Custody of Assets, Family Office Management, Personal Trust, Wealth Strategies, Business Succession Planning, Employee Benefit Plans, Non-Profits, Foundations, Corporations, Financial Planning, RFP Response, Trust Administration, Estate Settlement, Estate Administration, IRA Rollovers, Business Retirement Plans, Employee Benefit Plans, Endowments, Special Needs Trusts, Sustainable Investing, ESG, Socially Responsible Investing, SRI, Fiduciary Duty, Environmental Social and Governance, Excellence in Stewardship, tax strategy, advisory solutions, Institutional Investing, ESOP, Employee-Owned and Operated.
- HQ
- Mishawaka, Indiana
- Competitors
- Trust & Wealth Co., Ltd., Safe Harbor Care Services LLC, Seasons Counseling of Michiana | South Bend, IN, Southold Dance Theater, Commercial Air, Inc., Trust Invest, Orange County Community Foundation, Inc., Mobile Tech Trailers & Conversions, SOUTH BEND YOUTH SYMPHONY ORCHESTRAS INC, The Path Less Traveled Podcast.
Indiana Trust Wealth Management Questions
Indiana Trust Wealth Management's helpline number is 574-271-3400
Indiana Trust Wealth Management's website is indtrust.com
Indiana Trust Wealth Management's LinkedIn profile is https://www.linkedin.com/company/indiana-trust
Indiana Trust Wealth Management has
47 employees.
View email and phone details for 47
employees at Indiana Trust Wealth Management.
Indiana Trust Wealth Management's industry is
Financial Services
Indiana Trust Wealth Management's top competitors are
Trust & Wealth Co., Ltd.,
Safe Harbor Care Services Llc,
Seasons Counseling Of Michiana | South Bend, In,
Southold Dance Theater,
Commercial Air, Inc.,
Trust Invest,
Orange County Community Foundation, Inc.,
Mobile Tech Trailers & Conversions,
South Bend Youth Symphony Orchestras Inc,
The Path Less Traveled Podcast.
Indiana Trust Wealth Management's support email address is info@indtrust.com
Indiana Trust Wealth Management's categories are Financial Services
Indiana Trust Wealth Management's founding year is 1988
