Wealth Management With A Personal Touch
As one of the city's premier providers of local trust and investment management services, The Wealth Management Division offers a full range of trust, estate, retirement and portfolio management services in response to the needs of our clients.
As a client of The National Bank of Indianapolis you'll be privy to unprecedented service, the rare authority to make prompt decision and unique, innovative solutions to enhance your ultimate financial goals. And becaues providing seamless personal service is of utmost importance, we enjoy working with our clients' professional advisors to create a comprehensive financial plan.
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 Settlement
- Personal Trust Services
- Directed Trust Services
- Life Insurance Trusts
- Charitable Trusts
- Special Needs Trusts
- Agent for Fiduciary Service
In the ever-changing world of financial services, the Personal Trust Department and the Trust Legal, Tax, and Estates Department of The National Bank of Indianapolis are 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. We deliver focused fiduciary oversight with an emphasis on compliance and fee transparency.
Our retirement service professionals monitor and interpret the range of highly-complex regulations that impact your 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 risk - adjusted returns 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.
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.