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At Heartland Bank, we work with you to design an investment plan tailored to meet your needs and goals. Our experienced professionals can offer advice to diversify your portfolio, manage risk, and protect your assets. Make life less complicated by using our Asset Management and Trust Services!
Investment Management Agency
Benefit from our investment experience and knowledge without sacrificing control. You remain an active participant, developing the overall investment philosophy, then we work together to achieve your financial goals. In addition, we give you relief from the chores of safekeeping, maintaining detailed tax records, collecting income, and the hassles of trading. When we do the busy work you have more time for pleasure or other business tasks.
Custodial Account
Our custodial accounts offer more than just safekeeping of your assets. As custodian, we execute and settle your buy and sell orders promptly and accurately, collect income, and maintain detailed tax records. Let our experienced professionals be your financial assistant.
Safekeeping
We can relieve you from the responsibilities of safekeeping by holding your assets for you. We collect the income as well as keep you informed of upcoming maturities, redemptions, and mergers.
Asset Management Services
Asset Allocation
Heartland Bank and Trust Company can assist you in developing an appropriate plan for the allocation of your assets. We consider your individual needs, risk tolerance, time frame, and goals when helping develop a plan that is perfect for you!
Performance Reports
In addition to your regular statement, we provide annual, quarterly, or even monthly performance reporting, which helps to give you a clear picture of the return on your investments. Our report gives you very easy to understand graphical representations of your portfolio.
Good investment management requires professional knowledge and experience. Let Heartland Bank and Trust Company be your partner in building a sound financial future.
Need Help?
Call 888.897.2276
Heartland Bank and Trust Co.
401 N. Hershey Road
P.O. Box 67
Bloomington, IL 61702-0067
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