Trust Services

First Merchants Trust Company is an established trust organization with multiple billions of dollars in assets under management. We offer a full array of trust services to businesses, individuals and non-profit organizations.

Individuals:

• Personal Trusts
• Investment Management
• Estate Management
• Custody
• Guardianships
• IRAs

Meeting Needs.
Providing Solutions.
Our personal attention and proactive communication is what sets us apart - and is what our clients tell us they value.

Advantages offered to First Merchants clients:

• Local services and personal administration - no remote call centers
• Regularly scheduled meetings to review the client's performance and goals
• 24/7 access to your investment account information
• Planning services designed to meet your personal and business goals

Long-term positive real rate of return
Our investment philosophy is one that is based on common sense. We focus on proven investment principles rather than proprietary products to sell.

Our experienced investment professionals include attorneys, Chartered Financial Analysts (CFA) and Certified Financial Planners (CFP). Our disciplined buy/sell philosophy, high-quality fixed-income assets, and on-going asset allocation monitoring yields measurable positive performance for our clients.

Preserving your legacy
Good planning has a positive impact on all those you may touch - multiple generations, charities and others. Effective estate planning, professional administration and a focus on a family's specific goals, needs or objectives are best accomplished with experienced trust professionals. Estate planning and investment management are complicated matters... First Merchants Trust can help.