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.
The firm specializes in four distinct investment capabilities: U.S. Value Equity, Multi-Asset, Convertibles and Fixed Income. To meet the full range of investors’ financial needs, access to strategies are available through separate accounts, the Westwood Funds® family of mutual funds, custom allocations and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Boston and Houston.
The new year started as a promising one for economic and asset growth, with...Learn more