Westwood Holdings Group - aVenture Asset Manager Research
Location
Dallas, TX, US
Founded
1983
Westwood Holdings Group is a US-based asset management firm offering a range of investment services. The company focuses on high-conviction equity and outcome-oriented solutions for institutional investors, intermediaries, and financial advisors. Westwood also provides wealth management services, including financial planning, trust and estate services, and customized investment solutions.
As a public company, Westwood serves a broad range of institutional clients and high-net-worth individuals. The firm's expertise spans investment advisory services, trust management, and custodial services. Westwood's approach emphasizes tailored strategies to meet diverse client needs, combining traditional asset management with comprehensive wealth management solutions.
Westwood Holdings Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
