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 two distinct investment capabilities: U.S. Value Equity and Multi-Asset, available through separate accounts, the Westwood Funds® family of mutual funds 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 an office in Houston.
While domestic equity markets are once again near all-time highs, along with a hot...Learn more