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

Privacy Statement

Thank you for visiting our web site. Heber Fuger Wendin, Inc. (“HFW”) requires that all visitors to our site(s) on the Internet (the “Site”) adhere to the following rules and regulations. By accessing the Site you indicate your acknowledgement and acceptance of these terms and conditions. HFW maintains this Site to provide you with information about HFW products and services and to facilitate communication. From time to time we may revise these terms and conditions. Copyright in the images, text, screens and web pages appearing at the Site is owned by HFW or others as indicated. You may copy information from the Site for your personal or educational use only, provided that each copy includes a copyright, trademark or service mark notice or attribution as they appear, on the pages copied. The information and materials may not otherwise be copied, displayed, distributed, downloaded, licensed, modified, published, reposted, reproduced, reused, sold, transmitted, used to create a derivative work or otherwise used for public or commercial purposes, except as provided in these terms and conditions without the express written permission of Heber Fuger Wendin, Inc. We will use our best efforts to include accurate and up to date information on the Site, but we make no warranties or representations as to the accuracy of the information. You agree that all access and use of the Site and its contents is at your own risk. By using the Site, you acknowledge that we specifically disclaim any liability (whether based in contract, tort, strict liability or otherwise) for any direct, indirect, incidental, consequential, or special damages arising out of or in any way connected with your access to or use of the Site, (even if we have been advised of the possibility of such damages) including liability associated with any viruses which may infect a user’s computer equipment.

Privacy Policy Disclosure Statement

Heber Fuger Wendin, Inc. respects your privacy and is committed to maintaining and protecting the confidentiality of your personal and financial information. We do not share or redistribute (other than is necessary to service your account or as required by law) your personal information to anyone. Through the course of our business, we may collect nonpublic personal information from sources such as information reported by you on applications or other forms you provide to us as well as transactions with us or others. At this time, we do not use cookie or tracking technology to gather information about visitors to the site. We may enter into agreements with third parties so that they can assist us in servicing your account. We disclose personal information to companies that help us evaluate your assets and process transactions for your account (for example, executing trades at an exchange or with a prime broker). Heber Fuger Wendin, Inc. does not share or disclose any nonpublic personal information about its current or former clients, except as permitted or required by law. Heber Fuger Wendin, Inc. may disclose or report personal information in limited circumstances in which we believe in good faith that disclosure is required or permitted under law. Examples where we may be required to disclose personal information include cooperating with regulators or law enforcement authorities to resolve disputes, or for risk control purposes.

Information Safeguarding

Heber Fuger Wendin, Inc. will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information. Additionally, Heber Fuger Wendin, Inc. will include in our client brochure the above listed disclosure notice, so that all prospective clients may review our Privacy Disclosure notice upon receipt. It will also be posted in Heber Fuger Wendin’s website for review.


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