Westwood Holdings Group
Westwood Holdings Group is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm’s investment approach emphasizes fundamental research and long-term value investing, focused to help clients achieve their financial goals through disciplined investment management and personalized service.
ABOUT WHG
Westwood provides investment advisory and portfolio management services to institutional clients, including pension funds, endowments, foundations, and family offices, as well as high-net-worth individuals.
The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions.
Based in Dallas, Westwood also maintains offices in Chicago, Houston and San Francisco.
WESTWOOD CORE FOCUS
Westwood offers investment capabilities across high-conviction equity and outcome-oriented solutions for institutional investors, intermediaries and financial advisors.
The firm offers expert advice to oversee every aspect of a client's wealth strategy including financial planning, trust and estate services, customized investment solutions and financial services for charitable organizations.
Corporate.
The firm is a publicly traded company that communicates with investors, financial analysts and the public, and is committed to best-in-class disclosure, transparency, and public relations practices.