We aim to improve your investment outcomes and protect your capital in challenging markets through diversified, customized investment solutions. Working together with you, we can develop investment strategies that benefit you and those you care about the most.
Customized strategic and tactical balanced portfolios focused on achieving specific client outcomes
Personalized portfolio solutions focused on real-time tax management, with an aim to enhance returns on an after-tax basis
Separately managed accounts designed to suit individual needs, spanning across a variety of investment strategies, including stocks, bonds and liquid alternatives
Advice and guidance to assist in establishing investment policy guidelines in line with industry best practices
Actionable perspectives and capital market insights from across our firm, providing insight on market trends and potential risks
We welcome the opportunity to learn more about how we can serve you. Please click on one of our offices below to get started.
As 2018 began, many investors had become complacent after a year in which equity markets...Learn more
Westwood Wealth Management is a division of Westwood Holdings Group that offers trust and fiduciary services through Westwood Trust, a Texas-chartered trust company, and investment advisory services through Westwood Advisors, LLC, including the WealthCoach digital platform.
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.