Single Investments

Institutional investment strategies for larger institutions interested in a single product solution or a separately managed account.

LargeCap Value
LargeCap Value - Socially Responsible
MidCap Value
SMidCap Value
SMidCap Plus+
SmallCap Value
AllCap Value
Income Opportunity
MLP Infrastructure Renewal
Balanced
Dividend Growth

Comprehensive Allocation Strategy

Institutional investment strategies for small to mid-sized institutions interested in a comprehensive portfolio solution.

Enhanced Balanced™

Equity

LargeCap Value
MidCap Value
SMidCap Value
SMidCap Plus+
SmallCap Value
AllCap Value
AllCap Growth
International Value
International Growth

Private Wealth Management

Customized wealth management solutions to help you grow and protect your personal assets, backed by our proven Enhanced Balanced™ Portfolio approach.

Enhanced Balanced ™

Equity

LargeCap Value
MidCap Value
SMidCap Value
SMidCap Plus+
SmallCap Value
AllCap Value
AllCap Growth
International Value
International Growth

Mutual Funds

The WHG Funds make it convenient for investors of all sizes to benefit from the institutional rigor and consistent approach of the Westwood team.

Products

WHG LargeCap Value Fund
WHG SMidCap Fund (Closed)
WHG SMidCap Plus Fund
WHG SmallCap Value Fund
WHG Income Opportunity Fund
WHG Balanced Fund
WHG Dividend Growth Fund
WHG Short Duration High Yield

Welcome to our family

Senior leaders of Westwood have been together more than a decade. Our investment team takes collaboration to a new level. Relationship managers live and breathe client advocacy.

Your Westwood teams:

Executive Leadership
Investment Professionals
Trading Professionals
Institutional Sales
Private Wealth Management – Dallas
Private Wealth Management – Omaha
Client Services and Marketing
Operations and Business administration

Single Investments

Comprehensive Allocation Strategy

Equity

Fixed Income

Specialty

Private Wealth Management

Equity

Fixed Income

Specialty

Mutual Funds

Products

Welcome to our family

Senior leaders of Westwood have been together more than a decade. Our investment team takes collaboration to a new level. Relationship managers live and breathe client advocacy.

Your Westwood teams: