Quantcast

Wealth Management

Establishing a trust is a tangible expression of caring for your family and beneficiaries. It shows concern for the future well-being of those you love. The professionals at MainSource Investment Services offer a variety of fiduciary services*.

  • Trust administration
  • Guardianships
  • Custodial services
  • Power of attorney
  • Estate settlement
  • Funeral trusts
  • Living trusts
  • Qualified Retirement Plans (QRPs)
  • Simplified Employee Pension Programs (SEPs)
  • Simple IRA Plans
  • Self-Directed Individual Retirement Accounts

...and more!

MainSource Investment Services employs highly-trained professionals who have expertise at purchasing, selling and monitoring investments. They also specialize in stocks, bonds and other securities.

Our only agenda is to serve your best interests, and to be completely objective in evaluating investment alternatives. We make decisions based solely on your stated goals. When offering recommendations or deciding a course of action, our primary mission is the conservation and growth of your assets.

 

 

*Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are: Not deposits. Not insured by FDIC or any other governmental agency. Not guaranteed by MainSource. Subject to risk, may lose value. MainSource Bank is independent of Raymond James Financial Services.