TRUSTS AND ESTATES
Our Trust and Estate services are delivered in a private and confidential manner with respect to grantors, beneficiaries, and family members.
- Estate and Tax Planning
- Estate Settlement
- Personal Trust Administration
- Charitable Planned Giving
- Directed Trust Services
- Family Foundations & Partnerships
- Life Insurance Trusts
In the ever-changing world of financial services, the Trust and Estate Department of The National Bank of Indianapolis is a constant. Count on People you know to look after loved ones with compassion and responsiveness.
RETIREMENT PLAN SERVICES
We provide a broad spectrum of retirement products and services designed to guide individuals, businesses and not-for-profit organizations toward a successful future.
- Profit Sharing Plans
- Money Purchase Plans
- 401(k) Plans
- Defined Benefit Plans
- Pension Distribution Reporting
- Daily Valuation Plans
- Managed IRAs
- Simple 401(k) & IRA Plans
- Non-Qualified Plans & Rabbi Trusts
- Directed Trust Services
- 1099R & Tax Withholding Services
- Employee Education
Our retirement service professionals monitor and interpret the range of highly-complex regulations that impact your managed IRA or retirement plan.
Diamond Capital Management offers fee-only portfolio management services for individuals and institutions with assets of $500,000 or more to invest.
To maximize return and limit risk, our investment discipline emphasizes diversification and the use of high-quality securities. To achieve superior investment results for our clients, we utilize a core intermediate fixed-income strategy coupled with a growth equity management style.
At Diamond Capital Management, we believe financial success is the natural by-product of sound, time-tested investment principles and processes.
- Proper Diversification
- High Quality Securities
- Consistency Over Time
- Investment Policy Statement
- Asset Allocation
- Sector Allocation
- Security Analysis
- Portfolio Construction
Diamond Capital Management offers customized portfolios to meet the specific objectives of each client by experienced investment professionals.
With a MARKET STREET FUND MANAGEMENT ACCOUNT, you get the specialized knowledge of your own Personal Investment Officer who offers expert solutions for your long-term success.
Your Market Street Fund Management Account includes:
- Individually customized assessment
- Professional selection of funds
- Tailored investment models
- Automatic adjusting and rebalancing
- Daily online access
- Regular performance reporting
- Annual review
- Lower minimums
- No loads or commissions
- Exceptional service
Market Street Fund Management Accounts are structured for investments starting at $10,000 and are a simple, yet sophisticated way to start an investment portfolio with us. For those just beginning, Market Street is a convenient introduction into the world of investing. For the more seasoned client, it provides a more diversified portfolio of mutual funds and a level of risk consistent with your goals and preferences.
Email Melissa Oliver
Email AJ Hillebrand
Client Support Manager
Email Andy Newell
OTHER WEALTH MANAGEMENT SERVICES
- Cash Management Accounts
- Custodial Relationships
Products offered may not be a deposit, or other obligation of the bank, and not guaranteed by the Bank.
Products offered may involve investment risks, including principal amount invested.