Intermediary — Financial Professionals

At Westwood, we understand the importance of providing outstanding service to our clients and employing investment processes that are consistent, repeatable and proven over time to deliver the returns our clients expect.

200 Cresent Court
Suite 1200
Dallas, TX 75201

Shareholders (Investor/Account Assistance*)

Open an account, account changes and information regarding an account.
*Please note: If your account is held at a financial intermediary, you may wish to contact them first for assistance.
Application Information
Telephone: 1.877.386.3944 (1.877.FUND.WHG)

Regular Mail Address
Westwood Funds
P.O. Box 219009
Kansas City, MO 64121-9009

Express Mail Address
Westwood Funds
c/o DST Systems, Inc.
430 W. 7th Street
Kansas City, MO 64105

Financial Professionals & Institutions

For Investment Strategy Information click here.
Telephone: 214.756.6900 (please ask for the mutual fund department)


Harvey P. Steele III
Senior Vice President, Head of Intermediary Distribution

Jeffrey P. Gubala
Vice President, Mutual Fund and Managed Account Sales

Kevin R. Tully, CMFC
Vice President, Mutual Funds and Managed Account Sales

Jonathan S. Dale, CFP, ChFC
Vice President, National Accounts Director – Financial Institutions

Blair Albert
Vice President, Mutual Funds and Managed Account Sales

Ian Smith
Regional Vice President, Mutual Funds and Managed Account Sales