Westwood Holdings Group
Westwood Holdings Group is a focused investment management boutique and wealth management firm specializing in long-term, research-driven investment strategies. Founded in 1983, Westwood provides a comprehensive range of investment solutions to institutional investors, private wealth clients, and financial intermediaries worldwide. The firm is known for its disciplined approach to fundamental research and value-oriented investing, emphasizing active portfolio management, risk awareness, and long-term capital appreciation. Through a client-centric philosophy and personalized service model, Westwood aims to help investors achieve their financial objectives across market cycles while maintaining a strong commitment to transparency and stewardship.
ABOUT WESTWOOD
Westwood Holdings Group is an independent investment management and wealth advisory firm providing 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 a broad range of investment capabilities, including U.S. Value Equity, Multi-Asset strategies, Energy and Real Assets, Income Alternatives, Tactical Absolute Return, and Managed Investment Solutions.
Westwood offers a diversified suite of active investment management and wealth management solutions designed to meet the evolving needs of institutional investors, financial intermediaries, and private wealth clients.
INVESTMENT SOLUTIONS
Equity Investment Strategies – Westwood offers actively managed U.S., international, and global equity strategies that emphasize fundamental research, quality businesses, valuation discipline, and long-term capital appreciation.
Fixed Income & Income Solutions – The firm provides core, core-plus, municipal, and income-oriented strategies designed to deliver consistent yield, capital preservation, and risk management across market cycles.
ESG & Responsible Investing – Westwood integrates environmental, social, and governance (ESG) considerations into select investment strategies, offering responsible investing solutions aligned with client values and sustainability objectives.
Multi-Asset & Asset Allocation Solutions – The firm designs customized multi-asset portfolios that blend equities and fixed income to achieve specific risk, return, income, and long-term asset allocation goals.
Private Wealth Management Services – Westwood delivers personalized wealth management services, including customized portfolios, comprehensive financial planning, and tax-aware investment strategies for high-net-worth individuals and families.
Institutional Investment Solutions – Westwood provides tailored investment mandates for institutions such as pension funds, endowments, and foundations, supported by rigorous research, disciplined risk management, and client-focused reporting.