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.
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.