Investment Services
Build a portfolio based on your risk tolerance, time horizon and end goal: return on investment.
Investment Services
Build a portfolio based on your risk tolerance, time horizon and end goal: return on investment.
Is there an art to investing? Yes, and we can help you learn it.
Whether you want to develop a better feel for how to invest in stocks or need a crash course in real estate investment trusts, you're in the right hands with our investment advisers.
They'll tell you any sound investment strategy starts with a detailed discussion of your risk tolerance, earnings expectations and time horizon, as well as potential liquidity events and funding needs. They'll also advise you to look beyond just performance to your risk-adjusted performance.
The bottom line: One way to invest money is with the asset allocation, diversification and tax management strategies that work toward your goals. Learn the art of investing with Heartland Planning Associates, a division of German American Bank.
Our brokerage options include:
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Asset allocation and diversification does not protect against market risk.
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Your Bank (“Heartland Bank, a division of German American Bank") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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Routing Number #:
German American Bank - 083904563
Heartland Bank, a Division of German American Bank - 044109336