There is no “One Size Fits All” strategy that works for everyone. Let us help you figure out a comfortable investment strategy that helps you meet your goals and gives you peace of mind.
Eliminate the worry of administering your 401(k) Plan, so you can focus on what you do best.
Our team provides professional oversight and management of trusts, ensuring your peace of mind.
We help build investment strategies to maximize returns and minimize risk for your financial goals.
We work with you to craft personalized strategies to achieve your unique financial objectives.
We provide skillful stewardship of endowment funds to support long-term goals and sustainability.
Our Mission
A lifelong commitment to the well-being of those we serve.
Our Values
Heartland Trust Company was founded in 1990, and our current staff collectively has over 400 years of experience in the finance, trust and investment industry. We are a family owned company, guided by strong values, and a company you can truly trust with your assets. We pride ourselves on our exceptional customer service, local decision making and our advocacy for the clients and companies we are honored to serve.
As independent officers, we have the flexibility to select from hundreds of investment options to create a strategy that aligns seamlessly with your goals, aspirations, and peace of mind. Our approach is transparent—there are no commissions, hidden fees, or unexpected costs. We take pride in delivering exceptional customer service and acting as strong advocates for our clients. You are at the core and heart of everything we do.
Connect with Heartland Trust today to secure your financial future.