Welcome to a higher level of trust
With offices in Dallas and Omaha, Westwood is a long way from Wall Street. And distance isn’t the only thing that separates us.
We go to great lengths to reduce risk and maintain transparency in our clients’ portfolios, as well as in our business. We maintain a liquid balance sheet with no debt and at least one year’s worth of operating expenses in cash at all times. We do not employ leverage, take deposits, or make loans.
As a publicly traded company, a registered investment advisor, and a state-chartered trust company, Westwood is subject to multiple layers of oversight. This includes Sarbanes-Oxley, the New York Stock Exchange, the Securities and Exchange Commission, and the Texas Department of Banking. Our financial statements are filed quarterly with the SEC and audited by Grant Thornton. Composite performance is audited by Price Waterhouse Coopers.
Corporate history
Established in 1983 as an SEC-registered investment advisor by founder Susan M. Byrne, Westwood is an investment manager based in Dallas, Texas, that offers investment management services to institutions, mutual funds and high net worth clients.
On July 1, 2002, Westwood became a publicly owned company, listed on the New York Stock Exchange under the name Westwood Holdings Group, Inc. (NYSE: WHG). WHG is included in the Russell 2000 and Russell 2500 indices.
In November 2010, Westwood acquired McCarthy Group Advisors (MGA), an Omaha-based registered investment advisor and established Westwood Trust Omaha.
Westwood Management, Westwood Trust and Westwood Adivsors LLC are wholly owned subsidiaries of Westwood Holdings Group.
Westwood Management provides investment advisory services to corporate pension funds, public retirement plans, endowments and foundations, mutual funds and clients of Westwood Trust.
Westwood Trust, a trust company chartered by the State of Texas, offers customized global investment solutions. Clients include high net worth families, foundations and institutions seeking allocation amongst a broad range of domestic and international investment funds.
The WHG Funds are a family of SEC-registered mutual funds. Westwood Management Corp. serves as the investment advisor to the WHG Funds family.
Over the years, Westwood has evolved from a small company offering a single product into a firm offering solutions for a variety of clients. We have not, however, lost sight of our disciplined investment process or the client service excellence that has served our firm well for over 25 years.