WHG Holdings

Westwood Holdings Group operates as a boutique asset management firm, delivering a diverse range of actively and passively managed, outcome-oriented investment strategies. The firm specializes in providing comprehensive trust and wealth services, employing a vehicle-optimized approach to construct bespoke investment solutions for its clientele. Its technical approach centers on adaptability to dynamic market conditions, ensuring strategies are continuously aligned with client objectives.

The company was established in 1983 by Susan Montgomery Byrne, who recognized a market need for highly individualized and client-centric financial guidance. Byrne, who later served as Chairman and CEO of Westwood Management Corp. and subsequently as Founder and Chairman of Westwood Holdings Group, built the firm on the insight that enduring client relationships are fostered through tailored advice and a deep understanding of evolving investment landscapes.

Westwood Holdings Group serves a broad base of institutional, intermediary, and private wealth clients. Its overarching vision is to cultivate strong, long-term partnerships by prioritizing client needs and delivering exceptional counsel. The firm remains committed to continuously seeking innovative strategies that cater to the short-term and long-term financial requirements of its investors, adapting its offerings to meet future market challenges and opportunities.