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