Comprehensive allocation strategy
Westwood’s comprehensive allocation strategy is a complete portfolio solution that helps smaller institutional clients, families and individuals with assets of $2 million or more leverage our asset allocation insight and prudent, value-oriented investment style to grow and protect their capital over the long term.
At the heart of our portfolio construction process is the Enhanced Balanced™ Portfolio. Click here to learn more about this time-tested investment framework, or browse the portfolio’s underlying funds below.
Equity
LargeCap Value
SMidCap Value
SMidCap Plus+
SmallCap Value
AllCap Value
AllCap Growth
Global Equity
Emerging Markets
Emerging Markets Plus
Fixed income
Investment Grade Bond
High Yield Bond
Short Duration High Yield Bond
Specialty
Real Estate Investment Trust (REIT)
Income Opportunity
Global Strategic Diversification (GSD)