
Investment Management
Specialized services for high net worth individuals
The Old National Wealth Management investment team provides highly-qualified and specialized investment management services for high net worth individuals.
When you work with Old National Wealth Management, the investment process centers on creating an individualized portfolio of investments for your unique 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.
- Growth/wealth building
- Investing for retirement
- Investing to pass to future generations
- Providing income during retirement
- Managing IRAs and IRA rollovers
- Managing trusts for income and remainder beneficiaries
- Endowments and Foundations: managing to an Investment Policy Statement

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