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 09/30/16. The fund's latest filing disclosed 311MM in positions, representing 75% of the manager's regulatory AUM.

FIDUCIARY FINANCIAL StockAlpha

-3.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FIDUCIARY FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MMP 3.52% Energy -0.96% -0.22% 0 8%
EPD 3.39% Energy -6.74% -0.42% 0 13%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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.





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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...
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FIDUCIARY FINANCIAL Portfolio Concentration

FIDUCIARY FINANCIAL Location

12222 MERIT DRIVE STE 920
DALLAS, Texas
UNITED STATES, 75251-2268

FIDUCIARY FINANCIAL Contact Information

Phone Number: 972-934-9070
Fax Number: 972-934-8718
Website:

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