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Heber Fuger Wendin, Inc. is committed to providing clients with the highest level of investment advisory and portfolio management services. Heber Fuger Wendin is a SEC registered investment advisor. HFW is not affiliated with any brokerage firm or bank, is independently owned and operated, and works on a fee-only basis (no commissions).
Accounts range in size $200,000 to well over $200,000,000. Emphasis is on investment grade fixed income securities and equities.
Although we manage a large sum of money (approximately $4.0 billion) we have a much smaller customer base than do most investment advisory firms our size. This gives as the ability to manage each account on a truly individual basis while still having enough market clout to receive institutional treatment on trade executions. Heber Fuger Wendin restricts the number of accounts assigned to each counselor so that no account is ever "lost in the crowds". We listen. We spend the time to understand the unique needs of each client. We work within mutually agreed levels of risk to optimize return.
As an independent investment advisory firm having no affiliation with any bank, insurance company or brokerage house puts us in a position to give unbiased advice to clients and avoids conflict of interest. Heber Fuger Wendin has no soft-dollar arrangements with any brokerage firm. All Heber Fuger Wendin employees are committed to upholding a stringent Code of Ethics and Standards of Professional Conduct that places client interests before their own.
Our investment style can be described as conservative with relatively low turnover in our portfolios. Serious consideration is given to new investment products and ideas and we make use of them when considering our clients best interests.
Day to day investment decisions are made by the individual portfolio manager, but the portfolio managers meet regularly to discuss strategy, market conditions and credit considerations. Trades are reviewed regularly and a list is maintained of qualified brokers who have met our expectations as to trade execution and other services.
It is important to note that we do not hold ourselves out to be all things to all investors. The individual investor whose primary interest is maximum growth and is willing to tolerate high volatility of returns associated with such a policy is better served elsewhere. Heber Fuger Wendin individual clients are interested either in maximizing current income in a manner consistent prudent investing, or in total return (income plus appreciation/depreciation) with a view to staying ahead of inflation and realizing reasonable growth in principal.
Heber Fuger Wendin provides:
- A high level of investment service, individual attention and ongoing portfolio monitoring and support.
- Reduced (optimized) transaction costs.
- Optimal return utilizing a conservative philosophy.
- Peace of mind.
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