Individual & Family Wealth. Business Retirement Plans. Non-Profit Organizations & Foundations. Chartered in 1988 as the first independent trust company in the state of Indiana, and now with more than $2 billion in assets under management, Indiana Trust is deeply committed to the communities they serve. Advising clients and their families nationwide, Indiana Trust is dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – 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 When you're ready to take the next step, talk with Indiana Trust. IndTrust.com