Heber Fuger Wendin (HFW)
Independent, fee-only financial advisor and investment counsel firm established in 1934
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Hospitals

Hospitals

Hospitals

Heber Fuger Wendin provides customized investment portfolio counsel and advice to hospitals to meet each hospital’s unique investment goals.  With a focus on optimizing returns and managing volatility and risk, we also help our hospital clients maintain sufficient liquidity and/or income to satisfy capital expansion needs and funding requirements for other capital expenditures.

As a fee-only fiduciary with no securities or “proprietary products” to sell our clients, we provide objective, independent advice with fewer conflicts of interest (we do not receive commissions on sales of securities, for example) and we ensure client securities are bought and sold on a best price and execution basis through one of our many approved broker-dealers.

The Heber Advantage

  • Independent & objective investment counsel for hospitals

  • Client-focused and committed

  • Fee-only investment advisor (we take no commissions)

  • Not a securities broker-dealer

  • Registered Investment Advisor with the SEC

  • Unbiased trade execution

  • Fixed income market specialists

  • Experienced investment professionals

  • Established in 1934

 

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