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

Objectivity and Independence

Heartwood Investments is independent, free from outside influences, and focuses on what is best for you.

Heartwood Investments is a privately-owned investment management firm managing custom-tailored portfolios designed to meet your investment needs. As independent, professional money managers, we apply institutional discipline, extensive experience and client-first ethical standards in an effort to help you pursue your investment goals and gain the peace of mind that comes from knowing that your wealth is managed by a faithful steward.

Fiduciary standard

Professional money management is our only business and we put your interests first. Heartwood Investments does not accept any commissions or compensation based on product sales, and is free from conflicts of interest relating to investments.

Accountability

As your fiduciary, we faithfully measure and report your portfolio’s performance relative to your written investment guidelines.