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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Looking back, the first half of 2018 ended with markets up modestly and on-track for an “average” return year in the...
Read morePatricia Perez-Coutts, Senior Vice President of Westwood International Advisors, feels that “in the end, this will all be a much...
Read moreWe are now halfway through 2018, and my how time flies! After an active six months for the global financial markets,...
Read moreConsistency of small cap returns across multiple market periods should be a strategic consideration for a long-term allocation to the...
Read moreBottom-up Multi-Asset investing can bring something very powerful and unique to a portfolio in...
Learn morePublic Law No. 115-97, informally referred to as the “Tax Cuts and Jobs Act” (...
Learn moreSo, you are a beneficiary of an IRA. Now what? The baby boomers are...
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 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 moreInstitutional investors tasked with making long-term capital allocation decisions face many challenges going forward....
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 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 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.