Supporting your mission
Old National Wealth Management works to build and maintain high-quality investment programs that are always in alignment with your stated objectives. We begin with a defined process and customize it to fit your institutional needs.
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.
We are a fee-only investment manager. This structure assures our strict adherence to your objectives. That’s just one more reason you can be certain your best interests come first with Old National.
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), Charted Financial Analyst (CFA®) and Certified Fund Raising Executive (CFRE). Old National 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.
- Institutional asset management
- Managed and monitored bond portfolios
- Comprehensive portfolio management
- Separately managed accounts
- Enhanced liquidity management
- Equity investing
- Self-directed accounts
- Mutual fund asset allocation
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.