WHG Profile
Westwood Holdings Group, Inc., headquartered in Dallas, Texas, specializes in asset management and client services through its subsidiaries. The company operates primarily in two segments: Advisory and Trust, each serving distinct facets of the investment industry.
Under the Advisory segment, Westwood Holdings provides comprehensive investment advisory services to a diverse client base. This includes corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds. Additionally, the segment offers investment sub-advisory services to mutual funds and pooled investment vehicles, catering to institutional and retail investors seeking specialized portfolio management.
The Trust segment of Westwood Holdings Group focuses on trust and custodial services, managing assets for institutions and high net worth individuals. This segment also participates actively in common trust funds sponsored by the company, further expanding its role in fiduciary services and asset administration.
Founded in 1983, Westwood Holdings Group has built a reputation for excellence in investment management and client stewardship. With a commitment to delivering tailored investment solutions and maintaining fiduciary integrity, the company continues to evolve its service offerings to meet the diverse needs of its institutional and individual clients in the dynamic financial markets.
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