Intermediary

Client Access

WealthCoach is an automated investment advisory service to help you invest for your future. You can access a wide array of outcome-oriented investment solutions — including actively managed funds, index funds or a hybrid approach. These solutions can be adjusted to suit your personal needs, tolerance for risk and investing horizon.

Learn more

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

214.756.6900

info@westwoodgroup.com

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)
Email: westwoodfunds@seic.com

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