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Wealth Management

Investing

Investment management with a competitive edge.

Our investment team provides highly qualified and specialized investment management services for high net worth individuals and institutional clients. With more than 150 years of combined experience, our investment team holds designations and degrees that rank them in the top of their industry.

Investment services for individuals

  • Growth/wealth building
  • Investing for retirement
  • Investing to pass to future generations
  • Providing income during retirement
  • Managing IRAs and IRA rollovers
  • Managing trusts for income and remainder beneficiaries

Investment services for businesses and institutions

  • Managing bond portfolios
  • Enhanced liquidity management
  • Endowments and Foundations: managing to an Investment Policy Statement
  • Retirement plans including: 401(k), defined benefit and pension plans

For more information, please contact a Client Advisor at (800) 830-0362.

Disclosures:

Investment instruments utilized by Old National Wealth Management are not FDIC insured, are not deposits or other obligations of Old National Trust Company, its parent company or affiliates, and involve investment risk including the possible loss of principal invested.

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