Optimize the Return of Your Credit Union’s Investment Portfolio – While Managing Risk and Staying Compliant
We believe investment advice is about having a plan that is customized to reflect your CU’s goals beyond just the investment portfolio. Heber helps you make more well-informed investment decisions that assist you in feeling more confident, self-assured and empowered – and feeling good about your CU’s asset-liability management and financial risk management in general.
Heber Fuger Wendin is committed to providing our credit union clients with the highest level of investment advisory services. Our clients count on us for prudent financial advice and objective portfolio management, which is why we enjoy so many long-term relationships—all built on integrity, confidentiality and trust.
Heber Fuger Wendin is a fee-only investment advisory firm firm registered with the SEC. We are not a securities broker/dealer; client fees are the sole source of income for us.
Investment Portfolio Management Advice
Professional Staff with over 100 years Combined Experience in Financial Markets
Large Market Presence
Extensive List of Approved Broker/Dealers
Best Securities Prices and Trade Executions
Formal Investment Review and Analysis Conducted Twice a Year or Annually
A Recommended Investment Policy, Complying with all Regulatory and Accounting Guidelines
Financial, Market and Industry Information on a Timely Basis
Extensive Mortgage-Backed Securities Analysis
Asset-Liability Management/Interest Rate Risk Management Consulting
Advise and ALM Meetings
Review and Guidance of ALM Policies & ALM Sensitivity Models
Advise on ALM Decisions, Including Bidding Public Deposits, Loan Terms, and FHLB Advances
Presenting our view on the economy from a national and local perspective
Interest rate forecasts