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Last update: 09/21/14

Vendor Solutions Directory

Heber Fuger Wendin, Inc.

Corporate Associate Member

Investment portfolio advisor helping community banks manage their investment portfolios since 1934. We are an independent, conservative, fee-only (no commissions – not a broker dealer) advisor to nearly 100 community banks and manage $4.7 billion. In addition to investment advisory services, we offer investment portfolio accounting, asset/liability management consulting, mortgage servicing rights valuations, independent third-party reviews of investment portfolio interest rate risk and balance sheet liquidity. SSAE 16 certified. Registered investment advisor with the SEC. Very competitive pricing.

Contact Information
Address: 36700 Woodward-Suite 201
Bloomfield Hills, MI  48304-0930
Phone: (248) 258-6866
Fax: (248) 258-9295
Website: http://www.heberinvestments.com/
More information: Mr. Donald B. Jeffery, Jr.
Products and Services
Member Since September 2004

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