Investing
Where It Counts

Westwood is a global investment and wealth management firm with $20.8B in assets under management, including $3.5B in values-based and socially responsible investment mandates as of September 30, 2018.

Our active, fundamental bottom-up approach in the pursuit of alpha is combined with a strong emphasis on managing downside risk. 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.