Westwood Holdings

Westwood Holdings Group, Inc. is a focused investment management and wealth management boutique with over four decades of expertise. Guided by a deep commitment to quality and driven by a talented team of professionals, we provide customized solutions to help clients achieve their financial goals across multiple aspects of wealth.

Investment Management and Wealth Management Services

Our comprehensive investment management services cater to institutional investors, intermediaries, and financial advisors. We offer a diverse range of strategies across:

• U.S. Value Equity: Identify undervalued companies with strong fundamentals for sustainable growth.
• Multi-Asset: Diversify portfolios across assets to enhance risk-adjusted returns.
• Energy & Real Assets: Gain exposure to sectors with strong long-term fundamentals.
• Income Alternatives: Generate consistent income and dampen market volatility.
• Tactical Absolute Return: Achieve market-beating returns through diversified strategies.

Beyond Investing: Comprehensive Financial Guidance

Beyond just investment management, Westwood offers a holistic wealth management approach. Our expertise extends to:

• Financial Planning: Develop personalized plans to address financial goals and mitigate potential risks.
• Trust and Estate Services: Ensure the secure management of assets and wealth transfer plans.
• Customized Investment Solutions: Build portfolios tailored to individual needs and risk tolerance.

Transparency and Accountability

As a publicly traded company, Westwood Holdings Group is committed to transparency and accountability. We adhere to rigorous compliance measures and maintain open communication with investors, financial analysts, and the public.

A Firm with a Strong Legacy and Vision

Founded in 1983, Westwood has built a reputation for integrity, expertise, and value creation. Today, we stand poised to continue delivering exceptional services and empowering clients to achieve sustainable financial success.