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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Institutional investors face significant challenges in the future meeting an average 7.6% annual return assumption to fulfill future liabilities. After several...
Read moreInstitutional investors tasked with making long-term capital allocation decisions face many challenges going forward. As the “beta bubble” continues to...
Read moreLearn How Westwood Market Neutral Income Can Bridge the Return Gap
Read moreThe Wizards of Westwood Award, named after Coach John Wooden, is awarded to the Investment team with the best peer...
Read moreAs 2018 began, many investors had become complacent after a year in which equity markets did not see so much as...
Read moreBottom-up Multi-Asset investing can bring something very powerful and unique to a portfolio in...
Learn moreInvestors face challenges on many fronts in today’s environment. Investment returns are usually...
Learn moreEven if you could predict a recession, would it help you in the long-run...
Learn moreMulti-asset investing can bring something very powerful and unique to a portfolio in the...
Learn moreAs 2018 began, many investors had become complacent after a year in which equity markets...
Learn moreHistorically low volatility suggests 2018 may feel different than 2017. Don’t let historically low volatility...
Learn moreIf one picture can display the long-term growth of the U.S. economy and...
Learn moreIt has been an interesting and chaotic month in the U.S. equity markets....
Learn moreDay one of retirement may bring about some new and unsettling feelings. What becomes...
Learn moreThe Wizards of Westwood Award, named after Coach John Wooden, is awarded to the...
Learn moreIt’s been said that philanthropy begins at home — and often at a very...
Learn more“The Speed of Trust,” an interesting book by Stephen M.R. Covey, reminds us...
Learn moreInstitutional investors face significant challenges in the future meeting an average 7.6% annual return assumption...
Learn moreThe Warriors of Westwood Award, named after Coach John Wooden, is selected by the...
Learn moreLearn How Westwood Market Neutral Income Can Bridge the Return Gap
Learn moreWhen helping clients plan for retirement, we encourage them to think of it as...
Learn moreAs many Americans plan their summer vacations, we decided to share the latest thinking...
Learn moreInstitutional investors tasked with making long-term capital allocation decisions face many challenges going forward....
Learn moreSignificant tax reform has passed both of our Congressional chambers and is expected to...
Learn moreEquifax recently announced a severe security breach that may have exposed private information belonging...
Learn moreThe Current Regime Change in Washington and Focus on Infrastructure Creates a Renewed Opportunity...
Learn moreConsistency of small cap returns across multiple market periods should be a strategic consideration...
Learn moreLearn how global converts have helped investors generate equity-like returns with less risk.
Learn moreMarket imbalances require asset allocators to consider multi-asset strategies that have a strong emphasis...
Learn moreThe first half of 2017 saw several notable changes compared to last year, as growth...
Learn moreComing into 2017, the U.S. equity market was priced nearly to perfection. Large-cap stocks...
Learn moreAccording to Giving USA: The Annual Report on Philanthropy for the Year 2016 (2017), Americans gave...
Learn moreMany of our clients make generous charitable gifts and contribute their time and expertise...
Learn moreWhat is good for investors individually is not necessarily good for investors as a...
Learn moreInvestors loaded up on tech stocks in 1999 when they were all the rage; then...
Learn moreEndow is a powerful word. According to Merriam-Webster, it means “to furnish with an...
Learn moreSince we live in a digital age, it is hard to find an area...
Learn moreWhat does it take to grow wealthy over time? Here is an interesting story...
Learn moreAs we look ahead this new year, Mark Freeman, Chief Investment Officer at Westwood,...
Learn moreSmall caps have historically performed well in rising rate environments, even outpacing large caps.
Learn morePursue a flexible, risk-managed approach for income and capital appreciation. Why It Matters
Learn moreBenchmarks don’t define outcomes. How well do you know what’s inside your...
Learn moreThe 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.