Investment Management

Investing for the future is an excellent financial habit that builds wealth and lays the foundation for financial security. However, if you are like the average person, you are more involved in living your daily life than constantly following up on your investment portfolio.
When investing, monitoring and managing your investments for maximum growth and appropriate risk is key to long term success.
So what is the answer if you want to invest wisely, but would rather take a hands off approach? Let Heartland Trust Company and their years of investment management experience create a customized portfolio unique to your goals and objectives.

How Are We Different

No Commissions No Hidden Fees Independent Fiduciary Standard on all Accounts

Personal Investment Management

An integral part of the financial management services offered at Heartland Trust Company involves managing our clients personal investment portfolios.
Along with providing guidance for selecting the right mix of investment products for each individual, we take on the burden and responsibility of asset management by determining which investments are best to keep, buy, and sell in order to maximize your portfolio, manage your risk and increase your return on investment (ROI).

Our Investment Management Services

    Our investment managers help to make your life easier by assuming specific responsibilities with your portfolio:

  • Manage your assets on a daily basis.
  • Monitor individuals accounts to ensure they are compliant with your individual investment objective record.
  • Rebalance account as required or necessary.
  • Communicate with regional and national experts to gain insight into global economics and market trends.
  • Research investment opportunities.

If you desire, you can even give Heartland Trust Company the authority to make investment decisions on your behalf.

Our Approach

At Heartland Trust Company, our goal is to make the investment management process as simple, enjoyable, and profitable as possible.

    Here’s how we do it:

  • We listen. It is important to us to understand what is truly important to you.
  • We help formulate your plan. By understanding your goals and objectives.
  • We implement and execute your plan. As an independent trust company, we are able to access the very best investment options
  • We monitor your plan. Accounts are monitored daily to make sure they are on track.
  • We communicate outcomes. We communicate quarterly to keep you up to date on your accounts activities.
  • We evolve or modify as necessary. As lives change and evolve we are responsive to your situation.

Call us today at Heartland Trust Company and we can start the process of creating your investment management account.

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