Investment Management
Our approach is anything but one-size-fits-all.
We recognize that clients have different financial goals and risk tolerances when it comes to investing their personal assets. Regardless of your financial objectives, we can provide the in-depth expertise necessary to put you on a path toward financial success.
Wealth Management
Through Old National Investments
When you want personal advice on your investment strategy, trust the Investment Strategies Team (IST) at Old National Investments1. With the IST, you get convenient access to multiple wealth advisors who can provide financial solutions for short-term needs or long-term goals, including:
- Financial planning and consultation
- Investment and retirement planning solutions
- Account consolidation
- Insurance options and guidance
- Online account access and self-directed resources
Contact Old National Investments to get started!
Private Wealth Management
Through Old National Investments & Old National Private Banking
Experience personal guidance and high-touch services through tenured advisors and financial experts dedicated exclusively for you. This distinctive approach to service will guide you in addressing the financial and personal opportunities associated with managing wealth through the following:
- Goals-based financial planning and consultation through Old National Investments
- Investment and retirement strategies through Old National Investments
- Select checking and lending offerings and other exclusive benefits through Old National Private Banking2
Reserve Wealth Management3
Complex financial needs require more comprehensive wealth services. Your dedicated team, including a Reserve Wealth Advisor and Private Banker, will engage an expanded team of Trust Officers, Wealth Planners and Portfolio Managers to provide:
- Comprehensive advice and wealth planning
- Personalized investment and asset management
- Trust services, estate planning and administration
- Private Banking2
Old National Wealth Management is the umbrella marketing name/logo for
wealth-related services, including Old National Investments, Old
National Private Banking and Reserve Wealth Management services. Old National Wealth Management, Old National Private Banking, and
Reserve Wealth Management are not affiliated with LPL Financial.
- Old National Investments: 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:
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. - Old National Private Banking: Credit products offered by Old National Bank and subject to normal credit approval. Deposit products are offered by Old National Bank. Equal Housing Lender. Member FDIC. Old National Bank is not responsible for and does not guarantee the products, services, or performance of Old National Investments.
- Reserve Wealth Management: Investment instruments utilized for Reserve Wealth Management services are not insured by the FDIC nor any other government agency, are not deposits or other obligations of Old National Reserve Wealth Management, Old National Bank, its
parent company or affiliates, and involve investment risk including the possible loss of principal invested.
Investment and securities information presented herein is unique to Old National Reserve Wealth Management’s approach to investment management. The investment strategies presented may not be suitable for all investors. Wealth Advisors and Portfolio Managers who offer Reserve Wealth Management services will work with interested parties to execute plans developed in consultation with their attorney or tax advisor.