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Westwood Holdings Group, Inc.
Wealth Management, Corporate (with an investment arm), Asset Management
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm offering a broad array of investment solutions to institutional investors, private wealth clients, and financial intermediaries.
Overview and Management
Establishment Year
1983
Mission
Investing in undervalued, high-quality businesses can yield a return premium, leading to lower absolute downside risk and superior risk-adjusted returns.
Values
Teamwork, excellence, integrity, cooperation, adaptability, and alignment of employee and client interests.
Investment Roles
Direct Investor, General Partner (GP)
Participant Demographics
Institutional investors, private wealth clients, and financial intermediaries.
Generational Wealth Planning
Focus on estate and trust planning, charitable giving, and wealth transfer strategies to create lasting legacies.
Risk Tolerance
Emphasis on downside protection and managing risk while pursuing alpha.
References or Case Studies
Team Experience
Senior research analysts average 18 years of experience.
Notable Achievements
Project Track Record
Investments in U.S. Value Equity, Energy & Real Assets, and Tactical Absolute Return strategies.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
Phone Number
214-756-6900
Address
Dallas United States