Westwood Holdings Group, Inc. is an independent, publicly traded asset management firm founded in 1983 and headquartered in Kansas City, Missouri. Through its wholly owned subsidiaries, the company offers a range of investment advisory services tailored to institutional, retail, and high-net-worth clients. Westwood’s disciplined, value-oriented approach guides its research process across equity and fixed-income markets, with an emphasis on fundamental analysis and long-term risk management.
The firm’s product lineup includes U.S. large-cap, small-cap and mid-cap equity strategies, global and international equity portfolios, core and high-yield fixed-income solutions, and multi-asset class offerings. These strategies are delivered through mutual funds, separate accounts and sub-advisory mandates, allowing clients to access Westwood’s proprietary model portfolios. The company maintains a research-driven investment platform supported by experienced portfolio managers, analysts and traders who collaborate to identify undervalued securities and manage portfolio risk.
Westwood serves a diverse client base across North America, partnering with pension funds, endowments, foundations, registered investment advisors and individual investors. Over the years, the firm has expanded its geographic footprint through carefully selected partnerships and sub-advisory relationships in Europe and Asia, while maintaining a strong U.S. distribution network. Despite broadening its scope, Westwood continues to uphold the same governance and investment philosophies established at its founding.
Leadership at Westwood Holdings Group includes President and Chief Executive Officer Christopher F. Nielsen, who has guided the organization’s strategic growth and operational oversight. Under his tenure, the company has reinforced its commitment to transparent reporting, rigorous risk controls and client-focused service. This foundation supports Westwood’s goal of delivering consistent, value-driven returns and preserving capital through changing market environments.
AI Generated. May Contain Errors.
