Businesses, foundations, municipalities and many other types of organizations trust the professionals at Old National to help them navigate the complexities of the investment universe. Our fiduciary commitment means we will deliver financial advice and services that are exclusively to the benefit of our clients.
Our investment team provides highly qualified and specialized investment management services for institutional investors. We have more than 30 associates on our investment management staff, many with designations and degrees that rank them in the top of their industry including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Trust and Financial Advisor (CTFA), and Charted Financial Analyst (CFA®).
Old National Wealth Management specializes in helping our institutional clients meet their investment needs by designing portfolios that deliver maximum return within the constraints of each client’s risk tolerance and in accordance with their investment policy.
Old National’s trust division has been providing financial services to institutional clients for more than 100 years. When working with Old National, you will work with a team of experts including; Certified Financial Planners, Certified Trust and Financial Advisors, Certified Retirement Plan Specialists, Chartered Financial Analysts, Attorneys and Certified Public Accountants. Our only focus is delivering the right financial solutions for your needs. We will serve in a fiduciary capacity and pledge to deliver financial advice and services that are exclusively to the benefit of our clients.
Endowments and Foundations
Investment management, advisory/consulting services, custodial services for hospitals, colleges and universities, not-for-profit organizations, private family foundations, and charitable trusts.
Retirement Plan Services
401(k) plans, profit sharing plans, individual retirement accounts
Municipal/Corporate bond trustee, registrar and paying agent, escrow accounts, 1031 exchanges
A well-crafted retirement plan will help you attract and keep the sort of workforce your organization needs today and into the future. Choosing the right fiduciary partner will assure your plan is executed in a manner that benefits both your organization and plan participants through their retirement years. Our experts are with you every step of the way from understanding your goals to selecting prudent investments, providing fiduciary oversight, education, and plan administration.