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

Insurance Companies

Insurance Companies

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

The Heber Advantage

  • Fiduciary, fee-only investment advisor (we take 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

 

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