Wunderlich Investment Company (WIC) has acquired Fiduciary Financial Services of the Southwest, a Dallas, Texas-based privately-held independent investment advisory firm.
Fiduciary Financial, which manages over $400m in assets, will operate as a registered investment adviser subsidiary of Wunderlich following the acquisition.
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The wholly-owned money management subsidiary will trade under the Fiduciary Financial brand name.
Paul Welch will continue to serve in the role of chairman of the investment strategy committee and portfolio manager, while all associates will retain their existing positions.
Wunderlich CEO Gary Wunderlich remarked: "We are very pleased to welcome Paul Welch and his team. 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."
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