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Providing financial institutions prudent investment advice and management guidance. Affording clients time, expertise and market presence for profitable investment and strategic decisions.
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Heber Fuger Wendin, Inc. is committed to providing our credit union clients with the highest level of investment advisory and management consulting services.
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Obtain the services of an experienced investment advisor to prudently manage the trust assets on a continuing basis for both income and total rate of return.
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Since 1934, HFW’s expert investment advisors have been helping businesses and institutions throughout North America navigate their way to exceptional asset growth and long-term success.
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A state-of-the-art Investment Accounting and Portfolio Management System providing concise management information.
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A valuation model that calculates the value of mortgage servicing assets.
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