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HFW's expert investment advisors prudently manage your trust assets on a continuing basis for both income and total rate of return.
Enhance Level of Service - Community banks enhance the level of service given to trust customers; improving account retention (trust customer loyalty) and promote asset growth.
Grow Assets Under Management - Trust department personnel free up time to attract and develop new relationships.
Build Customer Loyalty - Trust department personnel gain time to focus on servicing customers.
Heber Fuger Wendin's Role
Serve as Investment Advisor to Trust Department for Trust Accounts.
- Execute all trades (excluding overnight cash investments)
- Conduct account reviews. Including risk/return, credit and compliance reviews (Trust agreement)
- Offer client specific investment recommendations, within asset allocation and strategic guidelines
- Assist in the selection of appropriate benchmarks and provide investment benchmark data
- Evaluate trust account(s) performance data
- Participate in trust committee meetings
- Provide pertinent market material for Trust Committee and customer meetings
Community Bank Role
Serve as Trust Administrator and Focus on New Business Development.
- Responsible for account remittances and contributions: pay debts, claims, taxes and other expenses and sweep cash balances in all accounts daily
- Alert Heber Fuger Wendin of anticipated changes in investable/cumulative cash positions in Trust accounts
- Keep Heber Fuger Wendin apprised of changes in Trust agreements and other pertinent data regarding individual accounts
- Provide up-to-date accounting for all accounts (current & historical)
- Maintain asset pricing and furnish performance measurement data
- Attend Trust Committee and individual customer meetings
- Work on account and new business development
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