Insurance Companies

HFW’s insurance company clients benefit from conservative investment strategies that maximize investment returns while maintaining sufficient liquidity to meet irregular policyholder claim demands.  HFW helps insurance companies draft and execute conservative investment policies that maximize the return on float so that insurers benefit from reinvested income while maintaining sufficient liquidity to satisfy current expenses and future cash requirements.

The Heber Advantage

  • Fee-only investment advisor (no commissions)
  • Client fees are our sole source of income
  • Not a securities broker-dealer
  • Registered Investment Advisor with the SEC
  • Unbiased trade execution
  • Fixed income market specialists
  • Experienced investment professionals
  • Established in 1934
  • $4.6 billion in assets under management