Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc. is an investment and wealth management firm that works to provide its clients with comprehensive services. Founded in 1983, Westwood Holdings Group, Inc. is headquartered in Dallas, Texas, and has grown to become a publicly traded company on the New York Stock Exchange (NYSE: WHG).

The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to a wide range of clients, including corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds. Furthermore, Westwood Holdings Group provides sub-advisory services to mutual funds and pooled investment vehicles. On the other hand, the Trust segment offers trust and custodial services as well as participating in common trust funds that it sponsors to institutions and high net worth individuals.

Westwood Holdings Group, Inc. has a long-term record of excellence in wealth management and investment services. Through its subsidiaries, the company manages over $11 billion in assets, as of December 31, 2020, and provides customers with a full range of services, including wealth management, retirement planning, and other advisory services.

Westwood Holdings Group, Inc. is committed to delivering superior investment results and client services. The company employs a team of experienced professionals and experts, who specialize in providing tailored solutions for their clients. To help its clients reach their financial objectives, Westwood Holdings Group, Inc. utilizes a wide range of strategies and asset classes, including equity, fixed income, and cash instruments. The company also provides its client with portfolio management, estate planning, education planning, and tax planning services.

In addition to its investment and wealth management services, Westwood Holdings Group, Inc. is dedicated to providing its clients with superior customer service. The company utilizes a team of customer service representatives, who are available by phone or email to answer any questions and address any concerns its customers may have. Furthermore, Westwood Holdings Group, Inc. provides customers with access to a wide range of online tools, including account monitoring and management, as well as portfolio tracking.