WESTWOOD HOLDINGS GROUP INC

Westwood Holdings Group operates as an investment management and trust services provider headquartered in Dallas, Texas. The company manages investment assets for institutional and individual clients, offering a range of wealth management and fiduciary services through two primary business segments.

The Advisory segment provides investment advisory services to corporate retirement plans, public pension funds, endowments, foundations, and individual investors. This segment also manages the Westwood Funds, a family of mutual funds, and delivers sub-advisory services to third-party mutual funds and pooled investment vehicles. The Trust segment offers trust and custodial services to institutions and high-net-worth individuals, and sponsors and manages common trust funds for participating clients.

The company was founded in 1983 and operates primarily from its Dallas headquarters. Westwood Holdings serves clients across multiple market segments, with revenue derived from advisory fees, trust and custodial service charges, and earnings from its sponsored investment vehicles. The firm's client base includes both institutional investors such as pension plans and nonprofit organizations, as well as individual clients seeking personalized wealth management and fiduciary services.