Bloomington, IN Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
1834 Investment Advisors Co.
Team
Firm-wide stats for 1834 Investment Advisors Co.
Clients per advisor
22 Very LowAvg AUM per client
$2,755,731 Very HighHNW client ratio
57% Very HighAbout
1834 Investment Advisors provides discretionary and non‑discretionary investment management, ongoing financial planning, and retirement plan services to a mix of high‑net‑worth individuals and institutional clients, including pension plans, trusts, estates, charitable organizations and other plan sponsors. The firm also offers private investment consulting and access to alternative investment models through a third‑party platform.
The firm structures client relationships around a written Investment Policy Statement and emphasizes asset allocation and customized portfolio strategies across equities, fixed income, ETFs and alternatives, with regular portfolio reviews and client consultations; discretionary management is the firm’s primary service. 1834 uses internal and externally sourced models (including strategies developed by its affiliate) and may hire sub‑advisers to implement specific strategies or alternative investments.
What distinguishes 1834 from many peers is its ownership and operating relationships: it is a wholly owned subsidiary of Old National Bancorp and works closely with Old National Bank (including shared employees and provision of proprietary model strategies to the bank), and it discloses potential conflicts where it or its affiliates may have financial interests in private investments it recommends. The firm also highlights specialized services such as management of cash‑balance defined benefit plans and a private investment consulting program that includes due diligence support and administrative coordination.
Based on 1834 Investment Advisors Co.
Expertise
Based on 1834 Investment Advisors Co.
Location
2801 Buick Cadillac Blvd
Bloomington IN 47401
Advisors at this office
1
Advisors at this office
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