Heartwood Investments, Inc Information

Heartwood Investments is a privately-owned investment management firm managing custom-tailored portfolios designed to meet the investment needs of successful individuals and families, charitable endowments, corporations, and family trustees. As independent, professional money managers, we apply institutional discipline, long experience and high ethical standards to help investors reach goals and to gain peace of mind that comes from knowing that core wealth is managed by faithful stewardship. This page was created by Heartwood Investments, Inc for informational purposes only. Investing involves risk, including the potential loss of principal. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail going forward. No portion of this commentary is a solicitation to buy or sell a security or the rendering of personalized investment, tax of legal advice. All information is subject to change without notice and there can be no assurance that any investment or strategy will prove profitable. Heartwood Investments, Inc is registered as an investment adviser with the State of Iowa. For additional information, visit our web site to download our disclosure brochure at http://www.heartwoodinvestments.com.