Indiana Trust Wealth Management
Financial Services · Mishawaka, Indiana, United States · 43 Employees
Who is Indiana Trust Wealth Management
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 more than $2 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 Information
Website
Industry
Employees
43
Address
Frequently Asked Questions regarding Indiana Trust Wealth Management
Where is Indiana Trust Wealth Management based?
Indiana Trust Wealth Management is based in Mishawaka, Indiana, United States.
What industry does Indiana Trust Wealth Management belong to?
Indiana Trust Wealth Management is in the industry of: Financial Services
How many employees does Indiana Trust Wealth Management have?
43 peoples are employed at Indiana Trust Wealth Management
What is Indiana Trust Wealth Management's official website?
Indiana Trust Wealth Management official website is
http://www.indtrust.com
What are Indiana Trust Wealth Management social media links?
Indiana Trust Wealth Management
LinkedIn
page
Sales Navigator Scraper
Turn Sales Navigator into your automated lead generation engine.
LinkedIn Data Scraper
Extract valuable LinkedIn data with just one click.
LinkedIn CRM Integration
1-click to add contacts to your CRM with email and phone number.
Similar Companies
Triple Jump
Financial Services
Amsterdam
Fortis Advisors
financial services
Wichita, Kansas, United States
SS&C Intralinks
financial services
New York, New York, United States
Sumitomo Mitsui Banking Corporation – SMBC Group
Financial Services
Greater Tokyo Area
M&G plc
financial services
London, England, United Kingdom
M&G Investments
financial services
London, England, United Kingdom