Heartland Trust Company was founded in 1990 in Fargo, ND as an independent trust company, an alternative to bank trust departments. Steve Halverson, Heartland Trust Company’s President and founder, left the trust department of a large regional bank because decisions that ultimately affected clients were being made at a distant corporate headquarters and that bank profits were more important than the needs of the client. This process lacked the proper respect and personal connection Steve thought should be a focus in the trust and investment industry. As a locally owned independent trust company, we are proud that all decisions relating to client needs are made locally by the employees and board of directors who all live and work in our community.
What makes Heartland Trust Company different?
- Clients have security and confidence knowing that Heartland Trust Company is a fiduciary and as such we are held to the highest ethical and legal standards for the sole benefit of the clients we serve in all aspects of our business activities.
- Our clients have peace of mind knowing that Heartland Trust Company is unique in the region. We do not accept any commission or payments from investment funds, banks or insurance companies so we can offer our clients unbiased advice and fully advocate for them without compromise and outside influence.
- We are also independent for our client’s benefits. We have no proprietary relationships so we can provide our clients with access to the best investment options, trust and financial services to meet their unique needs and goals.
- Clients of Heartland Trust Company have the opportunity to experience better outcomes because we leverage our size and status as a trust company to purchase institutional funds for our clients to avoid fees, commission and added expenses that cost our clients money and lessen their returns.
Our services include professional asset management, trust services and 401k plan administration. Whether you are retiring, in need of a financial plan, rolling over your IRA, or investing for the future we have experienced professionals here to guide you.
Our client’s assets are safeguarded in many ways. Heartland Trust Company is regulated and examined by the North Dakota Department of Financial Institutions and carries a blanket surety bond and trust errors and omissions insurance policies.
We have dedicated ourselves and our business to doing what is in the best interest for our clients while being, transparent, ethical, and trustworthy.
Learn more about Our Services and Our Team and reach out to us to see how we can serve your needs.