Our investment team provides highly-qualified and specialized investment management services for high net worth individuals.
The investment process centers on creating an individualized portfolio of investments to meet each client’s needs and circumstances. Our team has expertise in nearly all areas of investing including stocks, bonds, mutual funds and separate account management.
Our investment team holds designations and degrees that rank them in the top of their industry. The first step in developing your investment portfolio is to determine your investor profile. We will help you define important factors such as your investment objectives, time horizon and attitudes about risk. Using this information, and that gained through personal consultations with you, we will develop your personalized asset allocation policy.
Other products and services offered by Old National Wealth Management.
