Westwood Wealth Management

Westwood distributes primarily through intermediary relationships — regional bank trust departments, community bank wealth platforms, and independent RIAs — rather than through a large dedicated direct-to-client sales force. This bank-trust channel, concentrated across the South and Midwest, embeds Westwood's separately managed accounts and proprietary funds into trust-account allocations managed by third-party fiduciaries.

Westwood Wealth Management is the wealth advisory distribution business within Westwood Holdings Group, a publicly traded asset manager (NYSE: WHG). The parent company dates to 1983 and reports consolidated financials including both the institutional investment arm and the wealth management channel. Brian Casey has led the parent entity as CEO since 2012.

Yes. Westwood manages a family of proprietary mutual funds and exchange-traded funds, including large-cap value, SMid-cap, and income-focused strategies, alongside separately managed accounts. The same investment team supports both the institutional mandates and the fund vehicles distributed through the wealth channel.

Neither. Westwood operates as a registered investment advisor distributing through bank trust platforms and wealth intermediaries. It is not structured as a family office — it serves a broad client base of individual investors, trusts, and sub-advised relationships, with its parent company (Westwood Holdings Group) publicly traded on the NYSE.

Portfolio management is led by Westwood's centralized investment team, which serves both the institutional and wealth management channels from the firm's Dallas headquarters. Brian Casey, as CEO of Westwood Holdings Group, oversees the full platform, though day-to-day portfolio decisions rest with the CIO and the sector-specialist PMs under the firm's investment committee structure.