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4045 Edison Lakes Parkway
Mishawaka, IN 46545

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Providing clients with superior, unbiased wealth management services. Talk With Us

As a corporate fiduciary, Indiana Trust brings a level of technical expertise and understanding of wealth stewardship that comes from working with families over multiple generations. Our team of professionals has the experience needed to handle the complexities of multigenerational wealth management and can help design a comprehensive plan to keep your strategy on track, while growing and preserving wealth.

As an experienced employee retirement plan administrator, Indiana Trust specializes in assisting employers with qualified plan administration, to satisfy their fiduciary requirements, while assisting plan participants with the investment approach that's most appropriate to their needs.

Indiana Trust understands the unique environment in which charitable organizations, foundations and endowments operate, including investment committees and cash flow policies.

Get to Know Indiana Trust

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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How much Disability Income Insurance do you need?

How much do you need to save each year to meet your long-term financial goals?

Estimate the future value of your current savings.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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