-: I am Cory Spaulding,
I am a Wealth and Investment Administrator
with Indiana Trust Wealth Management.
We work with a variety of clients across 44 states.
And we invest money on behalf of our clients.
We advice them on wealth transfer.
We have a lot of clients who utilize trusts,
to pass their money to their beneficiaries,
and so we serve as trustee for those clients
and work closely with their Attorney's and their CPA's
to determine how best to transfer wealth
to the next generation and we do that.
We manage about 1.7 Billion dollars in assets
for the clients that we service.
Well, its really, you wanna find out
if it's a good fit for you and for the client.
So you wanna have a conversation with them about:
What their goals are?
What their needs are?
What they're really looking to accomplish
with the relationship.
And usually they, the big concerns are:
Is my money gonna last long enough?
Or with a lot of our clients:
How am I gonna get to that to the next generation,
in the most tax efficient way possible?
We spend a lot of time talking to their Attorney's
and their CPA's on strategy work
and making sure that the ideas that we're implementing
are still the right ideas and making sure
that other advisors of theirs are on the same page.
We also certainly spend a lot of time,
on the investment side.
We spend a lot of time being aware
of what is going on in the market.
We are not a firm that's trying to beat the market.
We think that it's,
that the prudent approach
is to work to track with the market.
But it's still incredibly important for us
to be aware of what's going on day-to-day in the economy
so that our clients don't have to be aware of those things.
In a normal week,
I'm working 8 am - 5 pm.
Monday through Friday.
There are times where,
we do a lot of networking within the community
and so there are times where there will be evening functions
that keep us away from home for an evening,
and we do also travel to see our clients.
I mentioned that we have clients in 44 states.
I serve clients in mostly outside of Indiana,
I have very few clients who live close to home.
So there are times throughout the year,
where we're traveling to see those clients.
Typically those trips are one to two day trips.
And usually,
on average not more than once a month.
And then we have one or two trips
that are more like a week long.