Heber Fuger Wendin, Investment Advisors

Financial ServicesMichigan, United States2-10 Employees

Optimize the return of your institution's investment portfolio.
Heber Fuger Wendin is one of the oldest, most well-established independent registered investment advisory firms in the United States.  We are an independent, fee-only (no commissions) financial advisor and investment counsel firm founded in 1934 with billions in assets under management.  We provide investment portfolio advice and counsel, trust department investment advice, investment portfolio accounting services, asset/liability management consulting, independent third party interest rate risk reviews and mortgage servicing rights valuation services to over 100 clients in 10 states, including institutions such as community banks, credit unions, trust departments, hospitals, foundations and insurance companies in addition to providing investment advice to individuals.  We are SOC 1 - SSAE 18 Type II certified.

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