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Personal Asset Management

The Personal Asset Management Group at 1st Source Bank offers personal financial services including estate planning, financial planning, and professional money management.

Checking Accounts
Savings Accounts
Personal Asset Management
Retirement Planning
Loans
Private Banking
Insurance
Electronic Banking
Senior Services
Youth Services
Web Resources
Customer Service
Calculators
Disclosures

 

Manage Your Finances...
Obtain a free copy of your credit report

Protect Yourself from Fraud and Identity Theft.

Reorder Deluxe checks online. It's quick and easy!

Calculate your FDIC insurance coverage for each FDIC-insured bank where you have deposit accounts.



Certain investments obtained through 1st Source Bank are NOT FDIC INSURED, not guaranteed by any bank and may lose value.

A variety of investments are available to our clients, including equity funds, bond funds, and individual securities. Call 574-235-2454 to talk about Personal Asset Management.

  • Investment Management - Full range of investments professionally managed
  • Living Trusts - A versatile way to protect and use your assets for the greatest benefit to you and your family
  • Executorship - 1st Source will serve as executor to assure the proper and professional execution of your will
  • Individual Retirement Accounts You decide the type of plan and the amount you want to save.
  • Roth IRA Watch your investments grow tax free!
  • Certificates of Deposit Earn high interest without risk!

Sign up for online access to your Trust Account!


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P.O. Box 1602, South Bend, IN 46634
(574) 235-2000