How We Help

A SOLID FOUNDATION

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At Indiana Trust Wealth Management, trust isn't just a part of our name – it's our core value in building long-lasting relationships.

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As the first independent trust company in the state of Indiana, with more than thirty years in the wealth management profession and more than $2.8 billion in assets under management, Indiana Trust is deeply committed to the communities we serve.

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Providing superior, unbiased wealth management and advisory solutions to clients and their families, Indiana Trust is dedicated to building wealth – for generations to come.

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OUR FIDUCIARY DIFFERENCE

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Indiana Trust adheres to the fiduciary standard of care. 

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According to the Cornell Law Dictionary, "A fiduciary duty is the highest standard of care."

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Our duty as a fiduciary is to act solely in your best interests – with the prudence, diligence and good judgment of credentialed professionals.

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COMMITMENT TO CLIENTS

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We promise to get to know you, understand your needs, and assess your unique circumstances, to implement customized solutions based on sound strategy. 

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UNBIASED COUNSEL

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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.

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PROACTIVE PROCESS

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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.

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EXPERIENCED PROFESSIONALS

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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. 

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MULTIGENERATIONAL SERVICE

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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.

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More than just investment management, Indiana Trust is your trusted advisor.