A complete list of active advisors currently associated with 1834 Investment Advisors Co.

Warmer can help you find a great advisor at 1834 Investment Advisors Co. or one who fits your needs even better.

1834 Investment Advisors Co. is an SEC‑registered advisory subsidiary of Old National Bancorp that manages roughly $2.2 billion for individual and high‑net‑worth clients, trusts, retirement plans and other institutions; its team of advisors provides discretionary portfolio management, financial planning, ERISA Section 3(21)/3(38) retirement‑plan services and private investment consulting. The firm expressly offers services for defined contribution plans and defined‑benefit cash‑balance plans and conducts ongoing portfolio reviews consistent with client Investment Policy Statements. The firm’s investment process centers on client interviews to establish an IPS, asset‑allocation driven portfolio construction across equities, fixed income, ETFs and alternative strategies, and predominantly discretionary management guided by model strategies. 1834 created the 1834 Research Institute to develop and maintain those model strategies and market commentary, and it may hire sub‑advisers (including affiliate Old National Bank) and use third‑party platforms (e.g., Proteus) for alternative investments. What is distinctive in the brochure is the firm’s parent‑bank integration: 1834 is a wholly‑owned subsidiary of Old National Bancorp, provides proprietary investment model strategies to Old National Bank (for which it is paid), and assumed Bremer Bank retirement plan accounts after ONB’s acquisition of Bremer Financial. The firm also describes publishing and using detailed model strategies across its platforms (including materials that can reflect model or hypothetical performance), offers private investment consulting where 1834 or affiliates may have financial interests, and serves state or municipal plan clients in addition to its individual client base.

To learn more about the advisors currently working at 1834 Investment Advisors Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.