Our Trust and Estate services are delivered in a private and confidential manner with respect to grantors, beneficiaries, and family members.
• Estate and Tax Planning
• Estate Settlement
• Personal Trust Administration
• Guardianships
• Estate Settlement
• Personal Trust Administration
• Guardianships
• Charitable Planned Giving
• Directed Trust Services
• Family Foundations & Partnerships
• Life Insurance Trusts
• Directed Trust Services
• Family Foundations & Partnerships
• Life Insurance Trusts
In the ever-changing world of financial services, the Trust and Estate Department of The National Bank of Indianapolis is a constant. Count on People you know to look after loved ones with compassion and responsiveness.
We provide a broad spectrum of retirement products and services designed to guide individuals, businesses and not-for-profit organizations toward a successful future.
• Profit Sharing Plans
• Money Purchase Plans
• 401(k) Plans
• Defined Benefit Plans
• Pension Distribution Reporting
• Money Purchase Plans
• 401(k) Plans
• Defined Benefit Plans
• Pension Distribution Reporting
• Managed IRAs
• Simple 401(k) & IRA Plans
• Non-Qualified Plans & Rabbi Trusts
• Directed Trust Services
• 1099R & Tax Withholding Services
• Simple 401(k) & IRA Plans
• Non-Qualified Plans & Rabbi Trusts
• Directed Trust Services
• 1099R & Tax Withholding Services
• Daily Valuation Plans
• Employee Education
Our retirement service professionals monitor and interpret the range of highly-complex regulations that impact your managed IRA or retirement plan.
Diamond Capital Management offers fee-only portfolio management services for individuals and institutions with assets of $500,000 or more to invest.
To maximize return and limit risk, our investment discipline emphasizes diversification and the use of high-quality securities. To achieve superior investment results for our clients, we utilize a core intermediate fixed-income strategy coupled with a growth equity management style.
At Diamond Capital Management, we believe financial success is the natural by-product of sound, time-tested investment principles and processes.
To maximize return and limit risk, our investment discipline emphasizes diversification and the use of high-quality securities. To achieve superior investment results for our clients, we utilize a core intermediate fixed-income strategy coupled with a growth equity management style.
At Diamond Capital Management, we believe financial success is the natural by-product of sound, time-tested investment principles and processes.
PRINCIPLES
• Proper Diversification
• High Quality Securities
• Consistency Over Time
• Investment Policy Statement
• Proper Diversification
• High Quality Securities
• Consistency Over Time
• Investment Policy Statement
PROCESSES_
• Asset Allocation
• Sector Allocation
• Security Analysis
• Portfolio Construction
• Asset Allocation
• Sector Allocation
• Security Analysis
• Portfolio Construction
Diamond Capital Management offers customized portfolios to meet the specific objectives of each client by experienced investment professionals. More details.
• Safekeeping
• Cash Management Accounts
• Cash Management Accounts
• Escrows
• Custodial Relationships
• Custodial Relationships
Products offered not FDIC insured.
Products offered may not be a deposit, or other obligation of the bank, and not guaranteed by the Bank.
Products offered may involve investment risks, including principal amount invested.
107 N. Pennsylvania St., Suite 700 • Indianapolis, IN 46204Phone 317-261-9000 • Fax 317 261-9696
Toll Free 877 233-9500