Investment Management
Perhaps you’re busy managing a career, or want to spend your time traveling to see family and friends. Maybe today’s complex array of investment choices and their features are becoming increasingly time consuming. Or, the burden of recordkeeping of stock splits, mergers and name changes is driving you crazy.
You may be a candidate for our professional investment assistance. We can help you with investment objective setting and asset allocation, recordkeeping and year-end summaries for income tax purposes.
Investment management involves much more than just selecting a few funds to put your money into. It involves listening to your goals and determining your income needs and risk tolerance before the first dollar is invested.
We’ll assist in creating and monitoring a customized portfolio to help you achieve your goals. We’ll also periodically meet with you to keep you informed of the investment performance and how it compares to your objectives, which may need to be modified with changes in your circumstances.
If you would like to learn more about our trust services, please contact Clayton Apt, Trust Officer, at 309.681.3891.
Or if you prefer, you may email Clayton here.
This web site is not designed to provide legal, tax or accounting advice. As a service to users, general information is provided. Contact your attorney, tax professional or accountant for advice on your specific situation.
NOTE: All of the Heritage Bank Trust Services (non-deposit investment products and services) mentioned on these pages are NOT FDIC insured; have the possibility of losing the principal amount invested; and carry NO bank guarantee.