Indiana Trust Wealth Management Employee Directory
Financial ServicesIndiana, United States11-50 Employees
Indiana Trust Wealth Management provides wealth management services for individuals and families, along with qualified retirement plan administration and services for nonprofit organizations and foundations. Its capabilities include investment management, financial planning, trust and estate administration, estate settlement, individual retirement planning, IRA rollovers, and employee benefit plan administration. Chartered in 1988 as the first independent trust company in Indiana, the firm manages about $2.5 billion in assets and operates from Mishawaka, with additional offices in Elkhart and Muncie. The company serves a client base that includes individuals, families, retirement plans, and nonprofit entities, offering guidance under a fiduciary standard and multigenerational stewardship. It has expanded its offerings to include Socially Responsible Investing and ESG portfolios, aligning investment strategies with environmental and social priorities.