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Wealth Management

Investing

Investment management with a competitive edge.

Our in-house investment team provides highly qualified and specialized investment management services for personal and institutional clients. With more than 200 years of combined experience, our investment staff holds designations and degrees that rank them at the top of their industry.

Our Core Strength

Top industry practices are used to identify the best possible investment opportunities.

  • We primarily invest in U.S. domestic large-cap and mid-cap stocks and high quality domestic bonds
  • We begin with a top-down approach resulting in a comprehensive process
  • This approach leads to a sector-weighting strategy based on expected relative performance and results in security purchases of only companies that meet strict fundamental research standards

Help me to...

Transfer my 401k

Whether you’re making a career change or looking for a more responsive, client-focused IRA provider, an Old National Individual Retirement Account (IRA) provides a powerful, flexible approach to saving.

Roll-over IRA Benefits:

  • Keep your retirement investments tax-deferred and protected from penalties
  • Enjoy a choice of stocks, bonds and mutual funds from proven financial companies
  • Gain convenient access to your funds when you’re ready to take distributions

Investment Life Stages

Investment solutions for every life stage.

Schedule a free consultation

Locate a Client Advisor.

Disclosures:

INVESTMENT PRODUCTS:  NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE

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