Wealth Management Through Old National Investments

Designed for clients in the entry phase of investing, saving, and planning for their financial future; or for clients who desire a self-service approach to online investing.

When you want personal advice in your investment strategy, trust the Investment Strategies Team (IST) at Old National Investments.

WORKING WITH THE INVESTMENT STRATEGIES TEAM

Through the IST, you get convenient access to a team of Wealth Advisors who can provide financial solutions for short-term needs or long-term goals, including:

1. Goals-based financial planning
2. Investment management, including:

Stocks/Bonds/Mutual Funds/ETFs/CDs/Alternative Investments
IRAs: Traditional/Rollover/Roth/Nondeductible
Brokerage Accounts
Advisory Accounts
Annuities (Variable/Fixed/Indexed/Immediate)
529 Plans
Retirement Plans for Businesses Including 401(k)/403(b)/SIMPLE IRAs/SEP IRAs

3. Savings planning and strategies
4. Insurance options and guidance

Learn more