Institutional Trust Services

WEALTH MANAGEMENT FOR BUSINESS

Over a Century of Trust Services

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 & 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

Corporate Trusts

Municipal/Corporate bond trustee, registrar and paying agent, escrow accounts, 1031 exchanges

Notices & Disclosures

Investment and securities information presented herein is unique to Old National Wealth Management’s approach to investment management. All information and opinions have been obtained from sources believed to be reliable and current at the time of publication, but are not guaranteed and do not claim to be a complete statement of all material factors. Examples or other representations made herein are for illustrative purposes and are not intended to be specific legal, tax, or investment advice and do not represent a solicitation.

Investments and strategies that may be presented may not be suitable for all investors. Old National Wealth Management Client Advisors and Portfolio Managers will work with interested parties to execute plans developed in consultation with their attorney or tax advisor.

The comments, views and opinions expressed herein are those of the author and Old National Wealth Management. From time-to-time, Old National Bancorp affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report. Old National Bancorp and its affiliates do not accept any liability for any direct, indirect or consequential damages or losses arising from any use of this report or its contents.

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

The material contained in this report may not be copied, reproduced, republished, posted, transmitted or otherwise distributed without prior written permission.

Institutional Trust Services

Over a Century of Trust Services

Endowments & Foundations

Retirement Plan Services

Corporate Trusts

Related Products & Services

Wealth Insights

Economic conditions are strong as the business cycle matures.

Portfolio Manager Meeting Notes 10-19-18

Commentary for Portfolio Manager Meeting Notes 10-11-18