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Clayton Bill Email
Director Investment Advisory Services . Indiana Trust Wealth Management
Mishawaka, IN
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Employees:
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$8.4MAbout
Individual and Family Wealth. Business Retirement Plans. Non-Profit Organizations, Foundations and Endowments. An independent, employee-owned trust company and fiduciary with more than $2 billion in assets under management and more than thirty years in the wealth management profession, Indiana Trust Wealth Management is deeply committed to the communities we serve. Advising clients and their families nationwide, Indiana Trust is dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management services, including: • Investment Management • Financial Planning • Trust & Estate Administration • Estate Settlement • Individual Retirement Planning • IRA Rollovers • Business Retirement Plan / Employee Benefit Plan Administration • Non-Profit / Foundation / Endowment Services, including RFP response With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship. From generation to generation, we deliver legacies - built on trust. Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do. #SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives #IndianaTrustWealthManagement #LegaciesBuiltOnTrust #TrustIsTheWayWeDoBusiness #TalkWithIndianaTrust Find out about our fiduciary difference at www.IndTrust.com.Indiana Trust Wealth Management Address
4045 Edison Lakes Parkway, Suite 100Mishawaka, IN