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
The Hazards of 401(k) Loans!
If you need money, should you consider borrowing from your 401(k)? It may be the easiest place to get needed funds, but is the impact on your future retirement lifestyle worth it?
World Cup Soccer and Investing
The World Cup Soccer championship captures the interest of fans around the world every four years.
Should Investors Worry about Ukraine?
We live in a global community. Activities anywhere in the world can have an impact, positive or negative, on our investment markets. So, what about Russia and the Ukraine?
Investment Lessons Based on Seinfeld
Humor can be the best teacher! Have you ever considered the life lessons portrayed in a Seinfeld episode? Many can be applied to investing.
Invest Like George Costanza
Not many people equate George Costanza from Seinfeld with smart decisions. However, sometimes the smartest people in the room are those that know their own limitations.