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INVESTMENT MANAGEMENT

YOUR INVESTMENT STRATEGY IS KEY TO MAXIMIZING YOUR WEALTH

Private Wealth Management clients are served through Old National Investments1, which offers investment and retirement strategies through LPL Financial. These solutions are built on research and adapted to your needs.

  • WHATEVER YOUR STAGE IN LIFE, WE CAN HELP.

    Our experienced Wealth Advisors provide you with comprehensive service — backed by the financial strength of a prominent national investment firm. Our approach to pinpointing your investment strategy is to:

    • Determine your investment style and financial personality
    • Understand the risk-security balance and how it affects your return
    • Craft an investment strategy to achieve your long-term goals and retirement dreams
    • Adapt your investment portfolio as new opportunities or challenges arise throughout your financial journey
  • PRODUCTS AVAILABLE THROUGH AN OLD NATIONAL INVESTMENTS WEALTH ADVISOR INCLUDE:

    • Fee-based managed accounts
    • Mutual funds
    • Exchange-traded funds (ETFs)
    • Equities/stocks
    • Municipal bonds
    • Corporate bonds
    • Treasury securities
    • Annuities
    • Life insurance
    • Money markets
    • CDs
    • Educational 529 plans
    • Unit investment trusts

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How Can We Help You?

*Please do not include sensitive information such as password, PIN number, Social Security number or account number.

Old National Wealth Management is the umbrella marketing name/logo for wealth-related services, including Old National Investments, Old National Private Banking and 1834 services. Old National Wealth Management, Old National Private Banking, and 1834 are not affiliated with LPL Financial.

1 Old National Investments: Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. Old National Bank and Old National Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old National Investments, and may also be employees of Old National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old National Bank, Old National Private Banking or Old National Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.