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

Personalized Portfolio Management

Each new phase of wealth brings opportunities, potential obstacles and important decisions to be made. It makes sense to consider professional management, always guided by your individual needs.

At Heartwood Investments, our professional investment team helps guide you along your personal journey by delivering personalized portfolio management specifically tailored to your wealth management needs. We emphasize a client-first approach and work hard to differentiate our business on these important factors:

Personalized Portfolio Investment Process

We manage your portfolio the same way that institutions manage theirs. The process begins by working directly with you to develop an Investment Policy Statement document which clearly outlines your investment objectives and clearly frames how your portfolio will be managed and evaluated.

In-House, Objective Research

Serious investing is a full-time job. We apply rigorous, fundamental security evaluation to select portfolio assets, monitor and review positions on an ongoing basis, and to make disciplined sell decisions when appropriate.

Risk Management

Investing involves risk. We structure your portfolio based on your individual guidelines to cushion against unwanted volatility and protect your wealth.

Cost Control

We strive to keep portfolio expenses low to help boost your portfolio’s performance.

Accessibility

Your managers serve you directly. There is never an in-between relationship handler.