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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.
Heber Fuger Wendin’s clients count on them for prudent financial advice, objective portfolio management and a long-term relationship built on integrity, confidentiality and trust. Heber Fuger Wendin is a fee paid Investment Advisor and Consulting firm registered with the SEC. Heber Fuger Wendin is not a securities broker/dealer. Client fees are the sole source of income.
Investment Portfolio Management Advice
- Professional Staff with over 100 years Combined Experience in Financial Markets
- Market Presence/Market Clout
- Extensive Broker/Dealer Coverage
- Competitive Bond Trades
- Formal Investment Review and Analysis Conducted Twice a Year
- A Recommended Investment Policy, Complying with all Regulatory and Accounting Guidelines
- Financial, Market and Industry Information on a Timely Basis
- Analysis of True Bond Worth
- Credit Analysis
- Extensive Mortgage-Backed Security Analysis
Asset-Liability/Interest Rate Risk Management Consulting
- Advise and Attend Asset/Liability Management Meetings
- Review and Guidance of A/L Policy & A/L Sensitivity Models
- Advise on A/L Decisions. Examples Include Bidding Public Deposits, Loan Terms, and FHLB Advances
- Presenting our view on the economy from a national and local perspective
- Interest rate forecasts
- Funding strategies
- Capital Planning
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