|
|
 Heber Fuger Wendin, Inc. has been contributing to the success of managed portfolios for corporations, institutions and individuals for over 70 years. We currently manage $4B in assets, and serve over 130 financial institutions in 10 states. Other clients include non-financial institutions, retirement funds, school districts, hospitals, foundations and individuals.
While most of our work is in the area of advising clients on their asset allocation programs, we also advise on a broad spectrum of related financial and management subjects. (View our services)
We wish to emphasize that HFW is privately owned by the active principals and is totally independent from the marketplace. We are not brokers, have never owned a security to sell or to trade for a commission, and can therefore be totally objective in our recommendations to clients. HFW conducts business with over 70 Broker / Dealers to ensure that each of our customers receives the best trading execution.
|
|
|
 |
 |
 |
 |
|
|
|
 When investing, it is vital to choose a firm whose advisors understand not only the market, but also your personal needs. Our staff features some of the most experienced investment advisors available to help guide your financial decisions.
|
|
|
|
|
|
|
|
|
|