VOL. 130 | NO. 87 | Tuesday, May 5, 2015
Wunderlich Acquires Dallas Investment Firm
By Andy Meek
Memphis-based Wunderlich Investment Co. has reached a deal to acquire Dallas-based independent investment advisory firm Fiduciary Financial Services of the Southwest.
With more than $400 million in assets under management, Fiduciary Financial will operate as a subsidiary of Wunderlich. Paul Welch will continue as chairman of the investment strategy committee and portfolio manager. And all associates will continue to serve clients in their current capacities.
Fiduciary Financial will remain based in Dallas.
Wunderlich Investment is the parent company of Wunderlich Securities Inc., a full-service broker dealer based in Memphis. It operates 33 offices in 18 states with more than 600 employees.