Indiana Trust Company as a professional trustee, provides investment management and trust services to individual and corporate clients. Investment management services include financial consulting with each individual client on objective goal-setting and strategic asset allocation, and the implementation of their tailored investment plan.
Individual
Clients
• Investment Planning and Management
• Financial Consulting
• Retirement
Planning
• Individual Retirement
• Rollover Plans
• Estate Planning
• Charitable Funds Management
Trust
and Estates
• Investment Planning and Management
• Trust Planning and Administration
• Full Service as Trustee
• Estate Settlement
Employee
Benefit Plans
• Investment Planning and Management
• Profit Sharing Plans
• 401(k) Plans
• Money Purchase Pension Plans
• Pension Plans
• Self-Employed Retirement Plans
• Individual Retirement Rollover Plans
Corporations
• Investment Planning and Management
Charitable
Organizations
• Investment Planning and Management
• Trust Services
trustReporter®
Update Schedule
• Equity Values are updated by 9:00 a.m. daily
• Fixed Income Values are updated by 9:00 a.m. on the first business
day of the month
