The National Bank of Indianapolis offers Wealth Management with a personal touch. As we strive to become the city’s premier provider of trust and investment management services, The Wealth Management Division offers a full range of trust, estate, retirement and portfolio management services in response to the needs of our clients. As a client of The National Bank of Indianapolis you’ll be privy to unprecedented service, the rare authority to make prompt decisions and unique, innovative solutions to enhance your ultimate financial goals. And because providing seamless personal service is of utmost importance, we enjoy working with our clients’ professional advisors to create a comprehensive financial plan.

TRUSTS AND ESTATES

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
  • Charitable Planned Giving
  • 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.


RETIREMENT PLAN SERVICES

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
  • Gemstone 401(k)
  • Daily Valuation Plans
  • Managed IRAs
  • Simple 401(k) & IRA Plans
  • Non-Qualified Plans & Rabbi Trusts
  • Directed Trust Services
  • 1099R & Tax Withholding Services
  • keystone 401(k)
  • 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 proven expertise and uncommon service.

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.

PRINCIPLES

  • Proper Diversification
  • High Quality Securities
  • Consistency Over Time
  • Investment Policy Statement

PROCESSES

  • 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.


Market Street Fund Management Account

With a MARKET STREET FUND MANAGEMENT ACCOUNT, you get the specialized knowledge of your own Personal Investment Officer who offers expert solutions for your long-term success.


Your Market Street Fund Management Account includes:


  • Individually customized assessment
  • Professional selection of funds
  • Tailored investment models
  • Automatic adjusting and rebalancing
  • Daily online access
  • Regular performance reporting
  • Annual review
  • Lower minimums
  • No loads or commissions
  • Exceptional service

Market Street Fund Management Accounts are structured for investments starting at $10,000 and are a simple, yet sophisticated way to start an investment portfolio with us. For those just beginning, Market Street is a Market Street Fund Management Account login 
convenient introduction into the world of investing. For the more seasoned client, it provides a more diversified portfolio of mutual funds and a level of risk consistent with your goals and preferences.


Melissa Oliver
Vice President
317-261-9682
Email Melissa Oliver
AJ Hillebrand
Investment Officer
317-686-8616
Email AJ Hillebrand
Andy Newell
Client Support Manager
317-261-9635
Email Andy Newell

OTHER WEALTH MANAGEMENT SERVICES

  • Safekeeping
  • Cash Management Accounts
  • Escrows
  • 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.


Member FDIC Equal Housing Lender 107 N. Pennsylvania St., Suite 700 • Indianapolis, IN 46204
Phone 317-261-9000 • Fax 317 261-9696
Toll Free 877 233-9500
© 2017 THE NATIONAL BANK OF INDIANAPOLIS