Portfolio Management

Our highly experienced portfolio management experts will work with you to help build and preserve your wealth. Their straight talk, sound advice, and sure hand will assist you in developing a long-term plan to meet your financial objectives.

In the process, your personal portfolio manager will work also with your attorney, accountant, or other professional advisors – as applicable – to design the appropriate portfolio management service approach.

Portfolio management at 1st Source encompasses a variety of personal and family financial considerations, including …

  • trust administration
  • estate settlement
  • charitable trust endowment administration
  • educational trust/investments
  • guardianship administration
  • IRA administration
  • bill paying services
  • real-estate management
  • medical insurance reconciliation
  • individual tax preparation and planning
  • health care coordination

Due to the variety of investment portfolios and the complexity of managing them, no one can be an expert in every type of investment. That’s why we combine our expertise with that of other portfolio management experts whom we select and monitor closely. This is what enables us to provide complete, personalized, individual portfolio management for you and every one of our clients.

Follow the lead of other savvy investors and trust your portfolio management to the trusted advisors at 1st Source.

I’d like more information on 1st Source Portfolio Management Services.

Certain investments and/or mutual funds obtained through 1st Source Bank are not FDIC insured, not a deposit, not guaranteed by any bank and may lose principal.