Indiana Trust & Investment Management Co.
Indiana Trust & Investment Management Co is a private, independent trust company headquartered in Mishawaka, Indiana. Founded in 1989, it operates as an asset manager and fiduciary specializing in trust administration, estate settlement, investment management, and financial planning. The firm primarily serves individuals, families, non-profits, and institutions across the Midwest with customized investment solutions and trust services.
Investment Strategy
Indiana Trust & Investment Management Co offers personalized investment management services focused on long-term growth, capital preservation, and meeting client-specific financial objectives. The firm employs a disciplined and diversified asset allocation approach, blending active management and prudent risk control to serve high-net-worth individuals, families, and organizations. Investment strategies are tailored for each client and guided by a fiduciary duty to act in clients' best interests.
Top Holdings
Equity Positions (459)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp Com | 10.54% | $34.6M | 185,688 | $63.92 | $186.58 | +$4.8M |
S SPY | SPDR S&P 500 Index | 8.53% | $28.0M | 42,075 | $429.49 | $666.18 | +$1.6M |
A AAPL | Apple Computer Inc Com | 4.70% | $15.4M | 60,627 | $34.25 | $254.63 | +$3.4M |
G GOOGL | Alphabet Inc Cap Stock Cl A (Google) | 3.88% | $12.7M | 52,439 | $81.14 | $243.10 | +$3.9M |
A AMZN | Amazon.Com Inc Com | 3.03% | $10.0M | 45,348 | $142.86 | $219.57 | +$253.9K |