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Westwood Holdings Group, Inc. which through its subsidiaries, engages in managing investment assets and provision of services for its clients. The company operates its business through the Advisory and Trust segments. Read More The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.
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Yahoo FinanceMay 2
Two Westwood Strategies Added to Envestnet’s Model UMA Platform
DALLAS, May 02, 2019 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (WHG) announced today that it is now offering two strategies on the Envestnet Model UMA platform, which allows clients to build customized portfolio models and choose from a large range of investment products to fund each asset class. Westwood’s SmallCap Value and LargeCap Select strategies are now available to investors through Envestnet ONE with an investment minimum of $100,000. This move supports Westwood’s focus on retail distributi...
Seeking AlphaApr 25
Westwood Holdings Group, Inc. 2019 Q1 - Results - Earnings Call Slides
The following slide deck was published by Westwood Holdings Group, Inc. in conjunction with their 2019 Q1 earnings call. 1 37 Click to enlarge Notes:...
Seeking AlphaApr 25
Westwood Holdings Group Inc. (WHG) CEO Brian Casey on Q1 2019 Results - Earnings Call Transcript
Westwood Holdings Group Inc. (NYSE:WHG) Q1 2019 Earnings Conference Call April 24, 2019 4:30 PM ET Company Participants Julie Gerron - General Counsel Brian Casey - President and Chief Executive Officer Terry Forbes - Chief Financial Officer Conference Call Participants Mac Sykes - Gabelli Operator Good day, ladies and gentlemen and welcome to the Westwood Holdings Group First Quarter 2019 Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded. At this time, I...
Expected Jul 24, After Hours