Indiana Trust Wealth Management

Elkhart, Indiana

Call (574) 294-3500 Visit website →

About

Indiana Trust Wealth Management is an independent registered investment adviser in Elkhart, Indiana, offering estate planning, financial planning, and investment management services to individuals, families, and employers. The firm acts as a corporate fiduciary and trustee, administering trusts and managing investments according to fiduciary standards without commissions. Indiana Trust also provides employee retirement plan administration services and utilizes a multi-level diversification approach, including socially responsible investing options, as part of its investment strategy development and ongoing portfolio management.

Specialties

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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