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Wunderlich Investment buys Fiduciary Financial Services of the Southwest

Wunderlich Investment Company said Friday that it acquired Fiduciary Financial Services of the Southwest. Financial terms weren’t announced. Dallas-based Fiduciary Financial is an independent investment advisory firm with over $400 million in assets under management. Wunderlich is backed by Altamont Capital Partners.


MEMPHIS, Tenn.–(BUSINESS WIRE)–Wunderlich Investment Company (WIC) today announced the acquisition of Fiduciary Financial Services of the Southwest, a privately-held independent investment advisory firm based in Dallas, Texas, with over $400 million in assets under management. Fiduciary Financial will operate as a Registered Investment Adviser subsidiary of WIC.

“We are very pleased to welcome Paul Welch and his team,” said Gary Wunderlich, Wunderlich CEO. “They’ve built an extremely successful advisory business over the past 20 years and earned a stellar reputation both with clients and within the industry. Fiduciary Financial is exemplary of the quality opportunity we look for as we continue to expand our RIA operations.”
“After exploring many options and getting to know Wunderlich’s management team, it was clear that we’d found the right partner,” said Paul Welch, Director of the Fiduciary Financial Board. “Not only does Wunderlich share our focus on client relationships, they have the resources we need to better serve our clients’ needs while also providing continuity for our business into the future.”
The wholly-owned money management subsidiary will operate under the Fiduciary Financial name. Paul Welch will continue as chairman of the Investment Strategy Committee and Portfolio Manager. Additionally, all associates will continue to serve clients in their current capacities:
Donald W. McCoy, Senior Vice President and Portfolio Manager
Richard A. Wright, Vice President and Portfolio Manager
Michael J. Gavett, Senior Vice President and Portfolio Manager
Kathy S. Boobar, President
Clarissa L. Risner, Chief Operating Officer
Phi Q. Duong, Director of Compliance
Regina K Kolkhorst, Director of Information Technology
Brandy L. Bailey, Client Services Representative
Cecelia A. Fisher, Client Services Representative
Karen A. Garner, Client Services Representative
Fiduciary Financial will remain at 12222 Merit Drive, Suite 920, Dallas, Texas. In 2014, the firm was recognized as one of the Top 100 Fee-Only Wealth Management Firms in CNBC’s inaugural list. More information is available
About Wunderlich
Wunderlich Investment Company is the parent company of Wunderlich Securities, Inc., a full-service broker/dealer headquartered in Memphis, Tennessee. Wunderlich Securities provides individuals, corporations and institutional clients with wealth management services, equity research, investment banking, and fixed income sales and trading. Wunderlich was named among Inc. magazine’s fastest growing private companies in America each year from 2010 to 2013. Established in 1996 and headquartered in Memphis, Wunderlich operates through 33 offices in 18 states and has 600 associates. For more information, visit