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1834 Investment Advisors Co.

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Total assets under management

$1,034,664,175

Total clients

410

55% high-net worth

Total advisors

16

of 25 employees

Firm size

Multi Team

Average clients per advisor

26

Average account size

$2,523,571

About

1834 Investment Advisors Co. is an SEC‑registered adviser and a wholly owned subsidiary of Old National Bancorp that manages roughly $1.03 billion for individuals, retirement plans, institutions and banking clients. The firm provides discretionary portfolio management, retirement-plan services (including defined contribution plans and cash‑balance defined‑benefit strategies), private investment consulting, and ongoing financial planning support.

The firm typically begins advisory relationships by developing a written Investment Policy Statement and then implements asset‑allocation driven strategies across equities, ETFs, fixed income, alternatives and custom portfolios, with discretionary portfolio managers responsible for ongoing execution. 1834 also maintains the 1834 Research Institute to develop market commentary and investment model strategies that are provided to clients at no additional cost and licensed to external parties.

What distinguishes 1834 from many peers is its affiliation with Old National Bank/Old National Bancorp and the explicit practice of supplying proprietary model strategies to affiliated financial institutions, a relationship described in the brochure and reflected in the firm’s external licensing arrangements. The brochure also highlights the firm’s work for retirement plans and state or municipal entities and discloses private investment consulting where 1834 or affiliates may have financial interests, creating potential conflicts that the firm says it manages through policies and disclosures.

Client services

Financial planning Portfolio management

Fee options

Percentage

$500,000+:

Other

Account minimum: $500,000

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

1834 Investment Advisors Co.

511 N Broadway, Suite 801

Milwaukee WI 53202, United States

Number of offices

8

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