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Investment Management

At Heartland Financial Advisors, we recognize that every client is unique. We take the time to learn about you, your family, your financial goals and your future plans. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation.

Money Management

Heartland Financial Advisors, we will give you personalized service, an individualized portfolio and ongoing daily management. We will develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to maximize your investment returns through diversification of your assets and a disciplined investment philosophy combined with rigorous risk management. Our team of professionals understands the markets and watches them daily.*

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.