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Richard Alan Wright

Vice President & Portfolio Manager at Fiduciary Financial Services of the Southwest, Inc.
Overview
Relationships
In The News
Paths
Education
Memberships
Career History
Boards & Committees
Awards & Honors

Richard Alan Wright

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

Overview

Awards
1
Board Seats
1
Number of Relationships
This person is connected to 407 people.
Interests
Coaching

Relationships See Details


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

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

Former President at Fiduciary Financial Services of the Southwest, Inc.

Former Chief Executive Officer, President, Director, Shareholder at Fiduciary Financial Services of the Southwest, Inc.

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

Chief Administrative Officer at Wunderlich Securities, Inc.

President, Wealth Management Division at Wunderlich Securities, Inc.

Former Chief Compliance Officer 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.
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In The News See more

Business Wire
May 1, 2015

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Educational Background

Bachelor of Science in Accounting & Business Administration 
The University of Kansas (KU) is a public research university and the largest university in the State of Kansas. KU campuses are located in Lawrence, Wichita, Overland Park, Salina, and Kansas City, Kansas, with the main campus located in Lawrence on Mount Oread, the highest location in Lawrence. The University was opened in 1866, under a charter granted by the Kansas Legislature in 1864.
 
University of Dallas is a private, independent Catholic regional university located in Irving, Texas that is accredited by the Association to Advance Collegiate Schools of Business (AACSB) and Southern Association of Colleges and Schools. University comprises four academic units: the Braniff Graduate School of Liberal Arts, the Constantin College of Liberal Arts, the College of Business (accredited by the Association to Advance Collegiate Schools of Business (AACSB)],which includes the Graduate School of Management, and the School of Ministry.
MBA in Corporate Finance 

Memberships

Member
Current
The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
Member
Current
The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.
Member
Current
The Texas Society of Certified Public Accountants (TSCPA) is a nonprofit, voluntary, professional organization representing Texas CPAs. TSCPA has 20 local chapters statewide and has 29,000 members. The Society is committed to serving the public interest with programs that advance the highest standards of ethics and practice within the CPA profession.
Member
Current

Career History

Vice President & Portfolio Manager
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.

Boards & Committees

Corporate Boards ▾
Director
2006 - Prior
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.

Awards & Honors

Professional Certification
2000
CFA (Chartered Financial Analyst)
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