Wunderlich Acquires Fiduciary Financial Services of the Southwest

May 12, 2015

On May 1, 2015 Wunderlich Investment Company, a full service broker/dealer headquartered in Memphis, Tennessee, announced that it had acquired Fiduciary Financial Services of the Southwest, a privately-held independent investment advisory firm based in Dallas, Texas.

Fiduciary Financial Services (“FFS”) is a Registered Investment Advisor with over $400 million in assets under management. FFS will become a wholly owned subsidiary of Wunderlich Investment Company, which operates through 33 offices in 18 states and has 600 associates. It will continue to operate under the Fiduciary Financial name, and Paul Welchwill will continue as chairman of the Investment Strategy Committee and Portfolio Manager. All associates of FFS will also continue to serve in their current capacities after the acquisition is completed.

To read the press release: please click here.



Investment Manager M&A, Transactions