Heber Fuger Wendin (HFW) is an independent, fee-only financial advisor and investment counsel firm established in 1934. Our services include bank investment and credit union investment advisory services, portfolio accounting, mortgage servicing rights valuation, asset liability and other financial consulting services.
We currently manage over $4.6 billion in assets for over 100 clients throughout the Midwest and Southern United States. In addition to community banks and credit unions, our investment advisory clients include trusts, insurance companies, hospitals, foundations and individuals. As a fee-only Registered Investment Advisor, we take no commissions; this allows us to provide truly independent and objective advice for our clients. We are a fiduciary, not a broker, which means we place our clients’ interests first – ahead of our own.
Above all else, HFW’s investment recommendations to our clients are based on our 80-year culture as a fiduciary advisor. A core value of Heber since our founding in the Great Depression is to always put the clients’ interests first. Not only is that our fiduciary obligation, it is embedded in the culture of our firm. It is more than a legal requirement to us; it is a moral responsibility.
NOTE TO CLIENTS: Our SSAE16 report for 2014 is now available. To find it, please access the Client Info under Account Log-in on the upper right of this screen. Our approved broker list is available there as well. Just give our office a call if you need the password.