Bill Wendling, CFA
Sr. Portfolio Manager and
Chief Investment Officer
As a portfolio manager, I partner with clients in helping to ensure their portfolio is invested in the best way to meet their long-term goals. Since every client has different goals, every client's portfolio is uniquely invested. Too frequently, people overcomplicate problems, when simplifying them would be helpful. I like Occam's razor which suggests that oftentimes the simplest solution is the best solution.
Investment Management and Financial Planning Experience
- Over 25 years of experience in fee-only financial planning and investment management.
- Experience includes developing and implementing investment strategies in coordination with financial goals.
Career History
- Bedel Financial Consulting, Inc., Sr. Portfolio Manager, Chief Investment Officer
Education and Professional Designations
- Awarded Chartered Financial Analyst designation.
- Bachelor of Science, Economics/Finance and Mathematics Double Major, University of Indianapolis, Magna cum laude.
- Presidential Scholar, University of Indianapolis.
Professional Activities
- Past President and Past Board Member, CFA Society of Indianapolis.
- Member, CFA Institute.
Community Activities
- Finance Committee, Zionsville United Methodist Church (ZUMC) (2022 - Present)
- Treasurer, Hamilton County Leadership Academy (2019 - 2023), Graduate of 2012 Class
- Frequent mission trips to Guatemala
- Sunday School Teacher, K-6th, ZUMC (2013 - Present)
Professional Recognition
- Recognized in the "Who's Who Behind the Scenes In Banking & Financial Services" by Indianapolis Business Journal, October 2003.
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly - 8 Year Winner.
Check out more fun facts about Bill:
BLOG POSTS
2018 Tax Changes: How Can You Prepare Now?
Unless you have a crystal ball, it’s hard to predict what tax changes might be coming our way in 2018. But there are several strategies you can implement before December 31st that could better position you to take advantage of the 2018 changes.
The Unexpected Economic Value of Volunteering
Everyone knows volunteering is a good thing to do. Volunteers touch lives and make a difference. However, volunteering also provides true economic ...
Home Prices: Going Up Says the Magic 8 Ball
Thinking about buying or selling a home? In Central Indiana, home prices have never been stronger! Will this trend continue? If so, how long? ...
Time Well Spent – Or Not?
Do you spend your time wisely? When it comes to financial decisions, do you spend a significant amount of time on the small stuff? Have you ever ...
Overseas Corporate Cash 101
During the presidential campaign, both candidates talked about incentivizing corporations to bring their earnings held offshore back to the United ...
Too Good to be True
An old adage says: “If it seems too good to be true, then it probably is!” About ten years ago, some wealthy investors were given an opportunity to earn an average 12% return and never lose money. They invested millions! Unfortunately, this story is true and it didn’t end well!
International Stocks: Is it Time to Buy, Sell or Hold?
What’s going on with the international stock market? Prudent investors use international stocks to diversify their portfolios.
Is Alternative Lending a Viable Investment?
Get approved for a loan in minutes! Have access to money in just a couple of days! These are claims commercials, both on-air and online, make these days.
Negative Borrowing Rates – Can’t Happen, Right?
In Denmark, it actually happened! You borrow money, pay no interest, and collect a premium to boot. However, as an investor, you pay the bank to hold your money.
Investment Flight Path - Lessons at 38,000 Feet
“My name is Bill and I hate to fly!” When on a plane, every bit of turbulence is magnified! I’m also an investment manager. The demons that scare me while in the air can be good lessons for investors.
Try These Tax Strategies for 2015
There’s no time like the present to strategize about taxes. Thoughtful tax planning today can help you save significantly come tax time. And who doesn’t want to keep as many of their hard-earned dollars as possible!
Greece Defaults - Now What?
Today, Greek banks and the Greek stock market were closed, as they will be all week. Meanwhile the Greek citizenry are getting set to vote on a referendum that could determine whether they remain part of the European Union or exit.