FIDUCIARY FINANCIAL Overview
Fiduciary Financial Services Of The Southwest Inc is an investment advisor that manages 414.2 MM dollars in regulatory AUM and has 12 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 374MM in positions, representing 90% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 374MM in positions, representing 90% of the manager's regulatory AUM.
FIDUCIARY FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIDUCIARY FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EPD | 6.18% | Energy | -3.34% | -0.25% | 0 | 11% | ||
| BA | 3.66% | Industrials | -8.03% | -0.46% | 0 | 20% | ||
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FEATURED IN
FIDUCIARY FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Paul H. Welch | Chairman Of The Investment Strategy Committee/Director/Shareholder/Trustee For Ffss Esop & Bypass Trusts | April-1990 |
| Donald W. Mccoy | Sr Vice President/Director/Shareholder | April-1990 |
| Sondra J. Wilson | Director | July-1992 |
| Kathy S. Boobar | Chairman Of The Board/President/Director | April-1998 |
| Phi Q. Duong | Director Of Compliance/Chief Compliance Officer | February-2006 |
| Richard A. Wright | Vice President/Director | April-2006 |
| Clarissa L. Risner | Coo/Director | May-2007 |
FIDUCIARY FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FIDUCIARY FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss We describe in this section the analysis methods and investment strategies we use in managing your assets.
Our investment strategy is based on your individual goals, risk tolerance, and cash flow needs. We use a top-down approach in investing. We look at the “big picture” in the economy and financial world and then break those components down into finer details. After looking at the big picture conditions around the world, we analyze the different sectors within the economy in order to select those that are forecasted to outperform the market. We then analyze stocks of specific companies and those that are
believed to be successful are chosen as investments.
6
Fiduciary Financial Services of the Southwest
Disclosure Brochure
March 31, 2015
We analyze major factors that will influence the capital market and the companies in it. The main facto...
Unlock Full Investment Process Description
Our investment strategy is based on your individual goals, risk tolerance, and cash flow needs. We use a top-down approach in investing. We look at the “big picture” in the economy and financial world and then break those components down into finer details. After looking at the big picture conditions around the world, we analyze the different sectors within the economy in order to select those that are forecasted to outperform the market. We then analyze stocks of specific companies and those that are
believed to be successful are chosen as investments.
6
Fiduciary Financial Services of the Southwest
Disclosure Brochure
March 31, 2015
We analyze major factors that will influence the capital market and the companies in it. The main facto...
Unlock Full Investment Process Description
FIDUCIARY FINANCIAL Portfolio Concentration
FIDUCIARY FINANCIAL Location
12222 MERIT DRIVE STE 920
DALLAS, Texas
UNITED STATES, 75251-2268
DALLAS, Texas
UNITED STATES, 75251-2268
FIDUCIARY FINANCIAL Contact Information
Phone Number: 972-934-9070
Fax Number: 972-934-8718
Website: http://www.ffss.net
Fax Number: 972-934-8718
Website: http://www.ffss.net
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