At Westwood Trust, we help wealthy individuals and families, non-profit organizations and retirement plans protect and grow their hard-earned assets while pursuing the financial goals that matter most to them. As a Westwood Trust client, you will work with a Relationship Manager who gets to know you and your goals intimately. Your Relationship Manager leads a team of professionals that oversee every aspect of your wealth management strategy – from implementing your customized portfolio and providing you with detailed reporting, to answering your questions and taking care of your day-to-day needs.
Westwood Trust offers a range of investment solutions and utilizes premier investment teams to manage your money. Investment solutions are managed by Westwood’s own portfolio management teams and, where expertise is needed outside of Westwood’s core competencies, we utilize other leaders in the industry such as Brandywine Global, SKY Harbor Capital Management, and William Blair Investment Management, LLC.