Westwood offers investment capabilities across high-conviction equity and outcome-oriented solutions for institutional investors, intermediaries and financial advisors.
Westwood offers expert advice to oversee every aspect of a client’s wealth strategy including financial planning, trust and estate services, customized investment solutions and financial services for charitable organizations.
Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients. Westwood has three distinct investment capabilities in U.S. Value Equity, Multi-Asset and Emerging Markets with offices in Dallas, Texas; Boston, Massachusetts; and Toronto, Canada.
Our active, fundamental bottom-up approach in the pursuit of alpha is combined with a strong emphasis on managing downside risk. For over 35 years, our foundational focus has been to protect client capital and to help clients weather some of the most challenging markets in history. Being active describes more than our approach to investing. It’s also how we run our business as a publicly traded company. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients. We are active in providing high-value investment strategies, values-based advice, exceptional client service and always putting our clients’ interests first.