Heartland Trust

read moreAs independent investment advisors, we choose from hundreds of possible investment management strategies to find the one that perfectly meshes with your goals, your dreams, your peace of mind. And we do this with no commissions, no hidden fees, no surprises. Heartland Trust Company was founded in 1990, and our current staff collectively has over 400 years of experience in the finance and investment industry. We are a family owned company, instilled with the finest values, and a company you can truly trust with your assets.

read moreHeartland 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.

read moreThese kinds of assets are just as important to manage properly as more traditional investment options. They require constant attention to maintain and increase their value in order to provide positive returns for their owners. When the time comes and you feel you can no longer manage your assets on your own, or simply do not want to, Heartland Trust Company can step in and manage your unique assets. Whether you need assistance with your current unique asset management or you'd like to make preparations for the future, call us today at Heartland Trust Company and let's discuss your options.

read moreWhen it comes to retirement, failing to plan means planning to fail. Creating and sticking to an effective retirement saving plan is the difference between retiring with dignity and security and struggling to make ends meet in what should be the golden years of your life. Unfortunately, the vast majority of Americans do not plan properly for their inevitable retirement and end up barely eking out an existence when their income level can no longer support their ongoing cost of living. At Heartland Trust Company we believe that having a deliberate plan for retirement and saving as much as you can from as early as you can, is the key to having robust financial health later on.

read moreWithout a plan, how do you know where you are going? Are you worried about the future and if the decisions you are making today will lead to a better tomorrow for you and your family? Do you have a written plan for managing and investing your savings? How sure are you that you're making the most of your hard earned dollars in order to maximize your wealth and ensure your financial future? At Heartland Trust Company, we believe that having a sound financial plan is one of the strongest tools to meet your financial goals.

read moreWhen you want to ensure the financial future and well-being of your family, estate planning is an invaluable process. It is never too early to plan your estate and it is prudent to have a will if you want to have a say in how your hard earned assets are passed to the next generation. Estate planning can be as simple as listing who should receive a portion of your assets after your passing, to a Trust that involves managing those assets for future disbursement to beneficiaries. At Heartland Trust Company, we help families stay together.

read moreInvesting for the future is an excellent financial habit that builds wealth and lays the foundation for financial security. However, if you are like the average person, you are more involved in living your daily life than constantly following up on your investment portfolio. Many people wonder what to do with their 401k account when they retire or move to a different job. A rollover IRA to Heartland Trust Company gives you much more control and a great amount of investment options to meet your unique needs and goals.

read moreAs North Dakota's oldest and most respected independent trust company, we are proud to offer fee-only wealth management and trustworthy advice. We have the ability to choose from many different investment strategies to help you meet your goals. 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 give you peace of mind.