Westwood Group

Tagline Brand's website · 2026-11-08

Westwood Holdings Group is a focused investment management boutique and wealth management firm offering actively and passively managed investment strategies, trust services and wealth management solutions.

Description Brand's website · 2026-11-08

Westwood Holdings Group (NYSE: WHG) provides outcome-oriented investment strategies and trust and wealth services to institutional, intermediary and private wealth clients. Its offerings include investment management, wealth management and corporate investor communications.

Mission Brand's website · 2026-11-08

To be the indispensable and trusted financial provider for families and institutions by delivering personalized and holistic advice, services and investment solutions.

Website Brand's website · 2026-11-08

https://westwoodgroup.com

Voice & tone Brand's website · 2026-11-08

Professional, client-focused, values-driven and service-oriented, emphasizing integrity, reliability, responsiveness, adaptability, teamwork and results.

Founded Brand's website · 2026-11-08

1983

Parent ownership Brand's website · 2026-11-08

Westwood Wealth Management is a division of Westwood Holdings Group, Inc.; Westwood Trust is a Texas-chartered trust company and Westwood Advisors, LLC provides investment advisory services.

Problem solved Brand's website · 2026-11-08

Westwood helps institutions, advisors, families and affluent individuals navigate investment decisions, financial complexity, wealth planning, trusts, estates and philanthropic objectives through customized investment and fiduciary solutions.

Core capabilities Brand's website · 2026-11-08

• Investment management
• Wealth management
• U.S. value equity
• Multi-asset investing
• Energy and real assets investing
• Tactical absolute return strategies
• Income alternatives
• Managed investment solutions

Products / SKUs Brand's website · 2026-11-08

• Separately managed accounts
• Mutual funds
• Pooled investments
• Institutional investment strategies
• Intermediary strategies and funds
• Customized wealth management investment solutions
• Westwood Trust services
• WealthCoach digital platform

Target industry Brand's website · 2026-11-08

Investment management, asset management and wealth management

Customer base Brand's website · 2026-11-08

Institutional investors, intermediaries, financial advisors, public, private and sovereign institutions, private wealth clients, affluent individuals, families and philanthropic organizations.

Ideal customer profile Brand's website · 2026-11-08

Institutional investors, financial intermediaries and advisors, private wealth clients, affluent individuals and families seeking customized investment management, financial planning, trust and estate services, or philanthropic advisory services.

Use cases Brand's website · 2026-11-08

• Managing institutional portfolios through separately managed accounts, mutual funds and pooled investments
• Providing advisors and private wealth clients with mutual fund investment strategies
• Building customized multi-asset investment solutions
• Navigating financial planning and wealth management across all stages of life
• Safeguarding family legacies through estate and trust services
• Managing charitable and philanthropic organization investments
• Pursuing capital appreciation and income through energy and real assets
• Seeking lower-correlated, yield-driven income strategies

Customer outcomes Brand's website · 2026-11-08

• Customized investment strategies aligned with client goals and objectives
• Improved client outcomes with an emphasis on capital preservation
• Holistic wealth strategies connecting client values to long-term legacies
• Exceptional counsel and client service
• Support for navigating changing and challenging markets
• Investment solutions designed to address short- and long-term needs