Wealth Management Services 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.
Estate
and Tax Planning
Estate
Settlement
Personal
Trust Administration
Charitable
Planned Giving
Family
Foundations and Partnerships
Directed
Trust Services
Life
Insurance Trusts
Investment
Management
Custody
and Escrow Services
Securities
Safekeeping
IRA
Rollover Accounts
Guardianships
Cash
Management Accounts
Benefit
and Retirement Services
To
provide seamless personal service, we enjoy working with our clients'
professional advisors to create a comprehensive financial plan.
Products
offered may not be 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 46204
317 261-9000
FAX 317 261-9696
TOLL FREE 877 233-9500
INDIANAPOLIS, IN 46204
