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Cecelia A. Fisher

Client Services Specialist at Fiduciary Financial Services of the Southwest, Inc.
Overview
Relationships
Paths
Education
Career History

Cecelia A. Fisher

Client Services Specialist at Fiduciary Financial Services of the Southwest, Inc.

Overview

Number of Relationships
This person is connected to 14 people.

Relationships See Details


Former Chief Compliance Officer at Fiduciary Financial Services of the Southwest, Inc.

Client Services Manager at Fiduciary Financial Services of the Southwest, Inc.

Senior Vice President & Portfolio Manager at Fiduciary Financial Services of the Southwest, Inc.

Vice President & Portfolio Manager at Fiduciary Financial Services of the Southwest, Inc.

Chief Investment Officer & Senior Portfolio Manager at Fiduciary Financial Services of the Southwest, Inc.

President & Chief Operating Officer at Fiduciary Financial Services of the Southwest, Inc.

Client Services Representative at Fiduciary Financial Services of the Southwest, Inc.

Director of Information Technology at Fiduciary Financial Services of the Southwest, Inc.

Senior Vice President & Portfolio Manager at Fiduciary Financial Services of the Southwest, Inc.

Chief Compliance Officer at Fiduciary Financial Services of the Southwest, Inc.
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Educational Background

 
Texas A&M University (A&M or TAMU) is a coeducational public research university located in College Station, Texas, United States. It is the flagship institution of the Texas A&M University System, the fourth-largest university in the United States and the largest university in Texas.Texas A&M's designation as a land, sea, and space grant institution reflects a broad range of research with ongoing projects funded by agencies such as the National Aeronautics and Space Administration (NASA), the National Institutes of Health, the National Science Foundation, and the Office of Naval Research. The school ranks in the top 20 American research institutes in terms of funding and has made notable contributions to such fields as animal cloning and petroleum engineering.

Career History

Client Services Specialist
2006 - Current
Fiduciary Financial Services of the Southwest's (FFS) investment strategy is based on the client's individual goals, risk tolerance, and cash flow needs. They employ a top-down investment approach that looks at the “big picture” in the economy and financial world and then breaks those components down into finer details. Then FFS analyzes the different sectors within the economy in order to select those that are forecasted to outperform the market. THis is followed by analysis of the stocks of specific companies and those they believe will be successful are chosen as investments. FFS generally selects investments for their long-term growth potential; however, they may occasionally hold securities for shorter periods if the client's objectives dictate or as circumstances change. The firm does not actively trade securities for short-term profit nor do they engage in short sales or leveraged transactions. FFS does not invest in options or futures contracts.For larger equity accounts that have long-term funding needs that warrant higher risk in pursuit of a greater returns or for accounts that simply prefer it, FFS invests in common stocks or securities convertibles. They develop a selected stock list by combining research with the latest research and information available from institutional resources.While the firm believes that there should be various levels of risk in managing fixed-income accounts, they utilize both fixed rate and variable rate loan participations that are guaranteed by the GNMA, U.S. SBA or the FmHA.

Other Affiliations

Cecelia A. Fisher is affiliated with Fiduciary Financial Services of the Southwest, Inc..

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