Westwood Management

Westwood Holdings Group operates as an investment management boutique and wealth management firm. It delivers actively and passively-managed, outcome-oriented investment strategies spanning high-conviction equity, multi-asset solutions, and specialized real assets. Westwood also provides comprehensive wealth management services, including financial planning and estate and trust services, utilizing an agile approach to navigate dynamic market conditions.

Westwood Management Corp. was founded in 1983 by Susan Byrne. Her founding insight established a client-centric financial services firm built on principles of integrity and consistent reliability. Byrne’s vision guided the boutique firm's evolution over four decades, fostering a disciplined approach to investment and wealth management.

The firm serves institutional investors, financial intermediaries, and private wealth clients, offering tailored solutions for their specific financial objectives. Westwood Holdings Group focuses on building long-term relationships through bespoke investment strategies and personalized client service. Its vision is to remain a trusted financial partner, continuously innovating to ensure sustained client success.