Heber Fuger Wendin, Investment Advisors Email Format

Financial ServicesMichigan, United States2-10 Employees

Heber Fuger Wendin, Investment Advisors operates in the financial services industry as an independent registered investment adviser. Based in Bloomfield Hills, Michigan, the firm is described as one of the oldest and most well-established independent RIAs in the United States, having been founded in 1934. It operates on a fee-only model with no commissions, providing investment portfolio advice and counsel.

Its service suite includes trust department investment advice, investment portfolio accounting services, asset/liability management consulting, independent third-party interest rate risk reviews, and mortgage servicing rights valuation. It serves more than 100 clients across 10 states, including community banks, credit unions, trust departments, hospitals, foundations, and insurance companies, in addition to advising individual investors. It holds SOC 1 - SSAE 18 Type II certification.

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