Welcome to client-focused private wealth management

At Westwood, we help families and individuals protect their hard-earned assets while pursuing the financial goals that matter most to them.

As a Westwood 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.

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

Fixed income

Investment Grade Bond
High Yield Bond
Westwood Short Duration High Yield Bond

Specialty

Real Estate Investment Trust (REIT)
Income Opportunity
Global Strategic Diversification (GSD)

Private Wealth Management Clients