Managing money is more than simply trading stocks and bonds. It's planning for milestones in your life and in the lives of those you care about most. We invest the time to understand your goals and maintain the discipline to manage your assets accordingly.
Fiduciary Duty
The financial experts of Old National Wealth Management pledge to deliver financial advice and services that are exclusively to the benefit of our clients. We make our clients’ best interests our critical focus and priority. Through the life of our relationship, we will serve your financial needs without compromise. Our process, decisions and results are regulated by governmental agencies and frequently reviewed to ensure we uphold every aspect of US financial regulations.
Local Representation/Team Access
We offer clients direct access to a local advisor, as well as the expertise of an extensive regional team, providing you unparalleled wealth management services. Your client advisor will take the time to get to know you and will follow a personal approach to understanding your dreams. Once we understand your aspirations, our investment management team will create a personalized portfolio to achieve your financial objectives.
Expertise
Old National has been providing financial services to families and businesses for more than 184 years. When working with Old National, you will receive expert advice from our extensive team of investment managers, Certified Financial Planners, Certified Public Accountants, Certified Trust and Financial Advisors, and Chartered Financial Analysts. Our only focus is delivering the right financial solutions for your needs.
Commitment to Community
Community is at the heart of all we do. Our community roots run deep and are firmly planted in Midwestern values like volunteerism and leadership. All of us at Old National are dedicated to being good citizens and active partners in the communities we serve and are wholly committed to making them the best places to live and work. Our values guide the way we do business and shape our interactions with clients, communities and one another.
Integrity
We maintain the highest ethical standards when it comes to serving your needs. We were named a “World’s Most Ethical Company” by the Ethisphere Institute for the sixth consecutive year in 2017, one of only two U.S. financial institutions to have earned this honor. Since 2010, we’ve also received an annual Ethics Inside® certification from the Ethisphere Institute. Our associates’ commitment to acting ethically and with integrity is what allows us to earn your trust and your business.
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.
