As the end of 2025 draws to a close, it gives us time to reflect on an amazing year for our clients, our team, and our company. After tariffs shocked the markets in April, they rebounded with a force, with the S&P 500, NASDAQ, and Dow all seemingly hitting new highs every month. The team at Heartland Trust added five new talented team members – welcome aboard, Allie, Ann, Carrie, Colton, and Rachel – whose energy and experience have enriched our culture. September marked a major milestone as we celebrated the opening of our second location in Grand Forks in September. This move expands our reach and deepens our commitment to serving clients across the region. A grand opening is being planned for next spring, hopefully when parkas aren’t required. This year also marked our 35th anniversary, a testament to decades of dedication, capped off with a memorable appreciation event at the Fargo Air Museum. Perhaps most notably, this summer our assets under management surpassed $1 billion. This milestone was built not through mergers or acquisitions, but through genuine relationships, hard work, and an unwavering reputation for excellence. This is not a number we advertise, because while numbers matter, it’s the positive impact we make for our clients and community that truly defines our success.
As we celebrate these milestones and reflect on a successful year, we extend our heartfelt thanks to our clients for your trust, to our business partners for your collaboration, and to our families and friends for your steadfast support. We are here today because of you and here tomorrow for you!
Wishing you a Merry Christmas and Happy Holidays from all of us at Heartland Trust.
