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.
Founded in 1983, Westwood is a diversified investment management firm that offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, and are made 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 offices in Chicago, Houston and San Francisco.