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Changing Times for Fixed Income
Wealthcoach

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.

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Westwood Community

Community involvement is the cornerstone of our culture which drives employee engagement and makes employees proud to work at Westwood. Every year we give to local and national nonprofits and support client and employees in their volunteer efforts. For example, our Dallas Team has helped build 14 houses for Habitat for Humanity.

The Green Committee is Westwood's employee-based environmental task force. Pictured here are employees from our offices decked in green for Earth Day paired with a graphic showing our carbon footprint as well as how many trees, water, energy and landfill space we saved during a 2017 recycling project. Go green!
Gregg Ballew and Porter Montgomery of Westwood enjoyed the 2017 Check Presentation Party at The Crystal Charity Ball on March 27, 2018, honoring eight children's nonprofit beneficiaries.
Westwood Silver Whistle Award 2017
Westwood employees volunteer at Our Daily Bread, a program of the Christus Foundation for healthcare, guidance, structure and meals to homeless clients in Galveston.
Westwood employees, and their family members, participate in a Habitat for Humanity build in Dallas.
For over a decade, Westwood employees participate in Habitat for Humanity builds across the Dallas metroplex.
The Charitable Events Committee at our Houston office organized a bake sale to benefit Red Nose Day which works to put an end to child poverty.

The Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Westwood Holdings Group, Inc. or any other affiliate. SIDCO is located at 1 Freedom Valley Drive, Oaks PA 19456.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling 1.877.FUND.WHG (1.877.386.3944). Please read the prospectus carefully before investing.

Mutual fund investing involves risk, including the possible loss of principal.