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 Accounts
- Investment Management Agency - Benefit from our investment experience and knowledge without sacrificing control! You remain an active participant, developing the overall investment philosophy as we work together to achieve your financial goals. You get 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 and other business.
Asset Management Services
- Asset Allocation - Heartland Bank and Trust Company can assist you in developing an appropriate plan for the allocation of your assets. Considering your individual needs, risk tolerance, time frame, and goals we'll help you 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.
- Online Account Access - Securely view, print, and download your investment and trust account information as often as you like with our Trust Reporter service. You can also view your account holdings, taxlot information, pending trades and review your account transactions. Most importantly, your trusted account administrator will continue to provide the personalized service you’ve come to expect--for trades, transfers, re-allocations and more!
Good investment management requires
professional knowledge and experience.
Let Heartland Bank and Trust Company be
your partner in building a sound financial future.
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.