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Client Access
Investment Management U.S. Value Equity Multi-Asset Energy & Real Assets
Tactical Absolute Return Income Alternatives Managed Investment Solutions
Products Institutional Strategies Mutual Funds Advisor - SMA ETFs
Wealth Management Financial Planning Estate & Trust Services Investment
Solutions Philanthropic Services ESG
Wealth Offices Wealth Team
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Weekly Markets Blog
Featured Article
Quality is the Key to Getting the Shift to Small Cap Value Right
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INVESTING
WHERE IT COUNTS


INVESTMENT MANAGEMENT

Westwood offers investment capabilities across high-conviction equity and
outcome-oriented solutions for institutional investors, intermediaries and
financial advisors.

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WEALTH MANAGEMENT

Westwood offers expert advice to oversee every aspect of a client’s wealth
strategy including financial planning, trust and estate services, customized
investment solutions and financial services for charitable organizations.

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CORPORATE OVERVIEW

Westwood is a publicly traded company that communicates with investors,
financial analysts and the public, and is committed to best-in-class disclosure,
transparency and public relations practices.

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WESTWOOD HOLDINGS GROUP, INC. IS A FOCUSED INVESTMENT MANAGEMENT BOUTIQUE AND
WEALTH MANAGEMENT FIRM.

Founded in 1983, Westwood offers a broad array of investment solutions to
institutional investors, private wealth clients and financial intermediaries.
The firm specializes in several distinct investment capabilities: U.S. Value
Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical
Absolute Return and Managed Investment Solutions, which are available through
separate accounts, the Westwood Funds® family of mutual funds, exchange-traded
funds (ETFs) and other pooled vehicles. Westwood benefits from significant,
broad-based employee ownership and trades on the New York Stock Exchange under
the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Chicago,
Houston and San Francisco.

 



MAXIMIZING YOUR FINANCIAL FUTURE WITH WESTWOOD’S ADVANCED PLANNING TOOLS

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EMBRACING TRANSFORMATION THROUGH INNOVATION

Annual Report 2023


STICKY INFLATION, MACRO GROWTH STORY STILL STANDS, OMICRON LOOMS



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SIGNS OF A SCAM AND HOW TO RESIST IT



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TWO DECADES OF INFLATION



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CHARITABLE GIVING CAN BE A FAMILY AFFAIR



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BONDS, INTEREST RATES, AND THE IMPACT OF INFLATION



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2022 KEY NUMBERS



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Westwood Holdings Group, Inc.
200 Crescent Court, Suite 1200
Dallas, TX 75201
© 2024 Westwood Holdings Group, Inc.

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