We offer a variety of asset management and trust services for individuals, not-for-profit organizations, and corporate retirement plan sponsors.
Heartland Bank is pleased to meet your asset management and trust needs. Our experienced and knowledgeable team will work with you to provide the best options when it comes to investments, trust and estate administration and retirement planning. In addition, we are also a fiduciary. Let us help you or your organization get the most out of investments.
Turn-key qualified plan solutions:
A fiduciary is held to the highest standard of care and strict standards of behavior. As your trustee we hold to the standards of fiduciary duty, an essential element of trust service. Among others, we have a duty:
Securities and insurance products are NOT deposits of Heartland Bank, are NOT FDIC insured, are NOT guaranteed by or obligations of the bank, and are subject to potential fluctuation in return and possible loss of principal.