AT INDIANA TRUST, WE HAVE A CORPORATE CULTURE OF GIVING BACK AND PAYING IT FORWARD.
Indiana Trust has thirty-five years' experience in the service of wealth clients, including nonprofit organizations and foundations. And since we also manage individual and family wealth, we have unique insight into planned giving strategies, as well.
Our process begins with a comprehensive assessment of your mission, financial situation, goals, and aspirations. We then design an investment strategy and administrative process to meet specific objectives. We can also assist in the development of a cash flow policy that will help you maintain control of the financial details – so you can focus on your mission.
STRATEGIC FINANCIAL PLANNING & FORECASTING
Strategic planning and forecasting services are an important part of the comprehensive wealth management process at Indiana Trust. We will help you design a plan for success, with strategic forecasting, to ensure cash flow needs are met while growing and protecting your legacy.
There are reasons why our advisors aren’t commissioned – and why we don’t offer proprietary funds.
If we recommend a specific strategy, you can rest assured it’s an advisory solution suited to your needs. Additionally, our fee schedules are clear and straightforward, without hidden costs – or hidden agendas.
Indiana Trust determines your optimal asset mix, consistent with your risk/return profile, tailors investment solutions to your specific needs, objectives, and concerns, and follows a disciplined investment process, based on the fundamentals of diversification, asset allocation, monitoring, and rebalancing.
Ask to speak with an Indiana Trust Nonprofit & Foundation specialist in advance of your next RFP.