1834 Investment Advisors Co. provides investment management, retirement plan services, and private investment consulting. The firm assesses each client's financial situation, goals, and risk tolerance to develop a personalized investment policy statement. Portfolios are managed using a variety of strategies including dividend equity, core growth, exchange-traded funds, fixed income, and alternative assets. 1834 Investment Advisors Co. provides ongoing financial planning software at no extra cost and operates primarily on a discretionary basis, meaning portfolio managers make trades on the client's behalf within agreed-upon guidelines. The firm is a wholly owned subsidiary of Old National Bancorp, Inc.
Fee Structure
1834 Investment Advisors Co. charges an annual fee based on a percentage of the value of your portfolio. Fees are generally negotiable depending on account size, complexity, and individual circumstances, and are billed quarterly in arrears. The firm generally requires a minimum investment of $500,000 to open an account, though this minimum can be waived at their discretion.