Westwood Management

An Experienced Investment & Wealth Management Boutique

Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm founded in 1983. For over four decades, we have guided clients toward achieving their financial goals through a wide array of tailored investment solutions and comprehensive wealth management services.

Dedicated Investment Expertise

Our experienced professionals offer expertise across multiple distinct investment capabilities, including:

• U.S. Value Equity: Identifying undervalued stocks with strong fundamentals for long-term growth potential.
• Multi-Asset: Balancing risk and reward through diversified portfolios across asset classes like stocks, bonds, and alternative investments.
• Energy & Real Assets: Investing in lucrative sectors and real estate opportunities with strong potential for sustainable returns.
• Income Alternatives: Generating consistent income through strategies like fixed income, high-yield opportunities, and structured products.
• Tactical Absolute Return: Achieving market-beating returns with strategies designed to outperform in various market conditions.
• Managed Investment Solutions: Customized portfolios tailored to individual clients' risk tolerance, investment goals, and time horizon.

Comprehensive Wealth Management

Beyond investment services, Westwood offers comprehensive wealth management solutions, encompassing:

• Financial Planning: Creating a personalized roadmap to achieve your financial goals through estate planning, retirement planning, and investment strategy alignment.
• Estate & Trust Services: Facilitating the seamless execution of estate plans and trust administration.
• Customization: Customized investment solutions designed to align with your unique needs and aspirations.

Quality & Transparency

At Westwood, quality is our top priority. We prioritize transparency by:

• Maintaining open communication with clients.
• Embracing robust disclosure practices.
• Conducting ourselves with the highest ethical standards.

Partnering for Success

Westwood Holdings Group, Inc. partners with clients, understanding their individual needs and ambitions. Through personalized guidance and a commitment to excellence, we empower you to achieve your financial goals and navigate the ever-changing financial landscape.