Navigating Your Unique Financial Concerns

Each philanthropic entity has a different mission, vision, set of goals and priorities. At Westwood, we understand and embrace the diversity of our nation’s philanthropic sector. We have designed our investment advisory and fiduciary services specifically to meet the ever-evolving needs of our foundation and nonprofit clients.

Investment Management Solutions

We work with clients to determine investment goals, timeline and risk tolerance

Financial Services

We can provide custody services, tax and performance reporting, disburse payments and monitor cashflow

Advancement Services

We can help you process complex donations and consult on planned giving and fundraising efforts

Governance

We can educate your board and staff on important rules and regulations that affect charitable organizations

Grantmaking

We can assist with the development of funding priorities, guidelines and grant applications

Let’s Start a Conversation.

We welcome the opportunity to learn more about how we can serve you. Please click on one of our offices below to get started.

Restarting Your Family’s Charitable Engine

It’s been said that philanthropy begins at home — and often at a very...

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Requesting Major Gifts or “Major Gift Solicitation”

Many of our clients make generous charitable gifts and contribute their time and expertise...

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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.