Indiana Trust Wealth Management

Indiana Trust Wealth Management Individual & Family Wealth. Qualified Retirement Plan Administration. Nonprofit Organizations & Foundations.

Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations. Chartered in 1988 as the first independent trust company in the state of Indiana, and now with $2.5 billion in assets under management, Indiana Trust is deeply committed to the communiti

es it serves. Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust.

• Investment Management
• Financial Planning
• Trust & Estate Administration
• Estate Settlement
• Individual Retirement Planning
• IRA Rollovers
• Qualified Retirement Plan / Employee Benefit Plan Administration
• Non-Profit / Foundations / Endowment Services

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.





When you're ready to take the next step, talk with Indiana Trust.

Exceptional service. Every client, every time.
08/01/2026

Exceptional service. Every client, every time.

Despite a broad-based rally last Friday, stocks generally closed last week lower. With the exception of the Global Dow, ...
07/27/2026

Despite a broad-based rally last Friday, stocks generally closed last week lower. With the exception of the Global Dow, each of the benchmark indexes listed here ended last week in the red. Ongoing tensions in the Middle East have wreaked havoc with crude oil prices, which jumped to over $100/barrel last Thursday, only to plunge to about $90/barrel by the end of the week. Ten-year Treasury yields jumped to their highest levels since January 2025 following a four-session rally before settling at 4.67%. Energy, industrials, information technology, utilities, health care, and materials outperformed, while consumer discretionary, consumer staples, and communication services declined.

Full report: https://www.indtrust.com/blog.htm?ID=18930

Indiana Trust Wealth Management will be closed on Friday, July 3rd, in honor of Independence Day. Happy 250th to the US...
07/02/2026

Indiana Trust Wealth Management will be closed on Friday, July 3rd, in honor of Independence Day.

Happy 250th to the USA!

⭐

Building trusted relationships that empower our clients to achieve their goals.
07/01/2026

Building trusted relationships that empower our clients to achieve their goals.

⛳️ Indiana Trust Wealth Management was proud to sponsor the RV Women's Alliance Foundation Annual Golf Scramble on June ...
06/30/2026

⛳️ Indiana Trust Wealth Management was proud to sponsor the RV Women's Alliance Foundation Annual Golf Scramble on June 25 at Meadow Valley Golf Club, represented by an incredible women's foursome!

Indiana Trust is honored to support organizations like the RV Women's Alliance, whose mission to educate, connect, and elevate women in the RV industry aligns with our own commitment to empowering women through leadership, professional development, and meaningful opportunities for growth.

Thanks to the RVWA Foundation, event organizers, volunteers, sponsors, and participants for making this year's event a success.

Learn more about the RV Women's Alliance and its mission: https://rvwa.org/

Pictured L-R are Haley Rulli, Naomi Hall, Jennifer Sailor, and Sara Wolfe.

Indiana Trust will be closed on June 19th, in honor of Juneteenth, a holiday that commemorates the end of slavery in the...
06/19/2026

Indiana Trust will be closed on June 19th, in honor of Juneteenth, a holiday that commemorates the end of slavery in the United States and celebrates freedom, resilience, and hope for the future.

May this day serve as a time for reflection and appreciation of the progress that has been made — and the ongoing work that continues to strengthen our communities.



For much of last week, stocks continued a rally that appeared headed for another week of gains. However, investors, who ...
06/08/2026

For much of last week, stocks continued a rally that appeared headed for another week of gains. However, investors, who had been clinging to the prospect of monetary easing, had those hopes all but dashed after a better-than-expected jobs report (see below) doused any hopes of an interest rate reduction in the immediate future. Heading into last Friday, the S&P 500 looked to be on pace for a tenth consecutive week of gains, a feat not achieved since 1985. Instead, a massive selloff, particularly in the tech sector, dragged stocks lower, resulting in each of the benchmark indexes listed here closing last week in the red. While hiring accelerated, wage growth cooled slightly to 3.4% for the 12 months ended in May, down from 3.6% for the year ended in April and below the consumer annual inflation rate of 3.8%. The strong jobs data not only led to a plunge in stocks but prompted a move to bonds, resulting in long-term yields climbing higher. Among the market sectors, consumer discretionary, information technology, and communication services fell the furthest, while financials, energy, and health care saw stocks move higher.

Full report: https://www.indtrust.com/blog.htm?ID=18715

🎭 Bravo to the South Bend Lyric Opera for its outstanding production of Puccini’s La Bohème, featuring renowned Romanian...
06/04/2026

🎭 Bravo to the South Bend Lyric Opera for its outstanding production of Puccini’s La Bohème, featuring renowned Romanian tenor and SBLO Founding Artistic Director Emanuel-Cristian Caraman, a talented orchestra led by Conductor Jameson Cooper, and a remarkably gifted cast.

Particularly noteworthy are the alternating soprano performances in the roles of Mimi and Musetta, whose portrayals bring this timeless story of love, friendship, and sacrifice to life with extraordinary passion and artistry.

Indiana Trust Wealth Management is proud to support the South Bend Lyric Opera in its mission to enrich the cultural fabric of our community through extraordinary operatic performances.

Two final performances remain:

📅 Friday, June 5, 2026 – 7:30 p.m.
📅 Saturday, June 6, 2026 – 7:30 p.m.
📍 IU South Bend Campus Auditorium – Northside Hall

To learn more or purchase tickets: https://www.southbendlyricopera.org/

Bound by the fiduciary standard of care, Indiana Trust has an obligation to act solely in your best interests.
06/01/2026

Bound by the fiduciary standard of care, Indiana Trust has an obligation to act solely in your best interests.

🚗✨ Innovation, investment, and regional growth were front and center at the South Bend Regional Chamber of Commerce’s Qu...
05/28/2026

🚗✨ Innovation, investment, and regional growth were front and center at the South Bend Regional Chamber of Commerce’s Quarterly Networking Luncheon on May 12 at Knollwood Country Club — with Indiana Trust Wealth Management proudly recognized as series sponsor.

Chamber President & CEO Jeff Rea interviewed Mike Leep, Jr. regarding the transformational new Gurley Leep Automall campus currently under development in Mishawaka.

The state-of-the-art 70-acre campus represents one of the region’s most significant recent private investments and is expected to bring together the family’s local dealerships, service operations, and customer amenities into a single, destination-focused experience.

Indiana Trust appreciates the opportunity to support conversations that highlight the vision, leadership, and economic momentum shaping the future of Michiana.

Learn more about the South Bend Regional Chamber of Commerce: https://southbendregionalchamber.com/






Address

4045 Edison Lakes Pkwy
Mishawaka, IN
46545

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Indiana Trust Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Indiana Trust Wealth Management:

Shortcuts

Share

Category