Investment Management

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WEALTH MANAGEMENT

Specialized Services for High Net Worth Individuals

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.

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

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.

Investment Management

Specialized Services for High Net Worth Individuals

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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