{"name":"Westwood Group","domain":"westwoodgroup.com","url":"https://optimly.ai/brand/westwood-group","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To be the indispensable and trusted financial provider for families and institutions by delivering personalized and holistic advice, services and investment solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://westwoodgroup.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Professional, client-focused, values-driven and service-oriented, emphasizing integrity, reliability, responsiveness, adaptability, teamwork and results.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1983","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Investment management\nWealth management\nU.S. value equity\nMulti-asset investing\nEnergy and real assets investing\nTactical absolute return strategies\nIncome alternatives\nManaged investment solutions","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Separately managed accounts\nMutual funds\nPooled investments\nInstitutional investment strategies\nIntermediary strategies and funds\nCustomized wealth management investment solutions\nWestwood Trust services\nWealthCoach digital platform","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Investment management, asset management and wealth management","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Institutional investors, intermediaries, financial advisors, public, private and sovereign institutions, private wealth clients, affluent individuals, families and philanthropic organizations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Managing institutional portfolios through separately managed accounts, mutual funds and pooled investments\nProviding advisors and private wealth clients with mutual fund investment strategies\nBuilding customized multi-asset investment solutions\nNavigating financial planning and wealth management across all stages of life\nSafeguarding family legacies through estate and trust services\nManaging charitable and philanthropic organization investments\nPursuing capital appreciation and income through energy and real assets\nSeeking lower-correlated, yield-driven income strategies","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Customized investment strategies aligned with client goals and objectives\nImproved client outcomes with an emphasis on capital preservation\nHolistic wealth strategies connecting client values to long-term legacies\nExceptional counsel and client service\nSupport for navigating changing and challenging markets\nInvestment solutions designed to address short- and long-term needs","source_type":"1p_website","source_label":"Brand's website","source_url":"https://westwoodgroup.com","updated_at":"2026-11-08T03:00:32.516291+00:00"}]}],"last_refreshed_at":"2026-11-08T03:00:32.555895+00:00","last_changed_at":"2026-11-08T03:00:32.565662+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=d68283b4-1361-4134-9af2-fb90cb53fb29"}