(319) 233-1717
100 East Park Ave.
Suite 300
Waterloo, IA 50703
A Division of BerganKDV, Ltd.

Client-First Approach

Our client-first approach means we work directly for you and do not accept or receive payments from any other companies or investment providers.

Working Together With Us

You are important to us. We believe that the stronger the connection we have to you, the better we can add value as your portfolio manager. We stay accountable to you through regular portfolio reviews and direct access to your portfolio managers. When you have questions, we are here to talk with you and provide the information you need.

We treat each client with the honesty and integrity that you expect from a trusted advocate. The professionals at Heartwood Investments will deliver our best work to your portfolio in accordance with your personalized guidelines, and adjust as necessary to changes in your circumstances.