Company Overview

Westwood Holdings Group, Inc. is a publicly traded asset management and wealth management firm headquartered in Dallas, Texas. The company operates primarily through its subsidiaries Westwood Management Corp., Westwood International Advisors Inc., and Westwood Trust, providing investment advisory services to institutional investors, financial intermediaries, private wealth clients, endowments, foundations, and retirement plans. Westwood operates within the broader financial services and investment management industries, with revenue primarily derived from advisory and trust fees based on assets under management and assets under advisement.

The company’s core business lines include institutional asset management, private wealth management, and multi-asset investment solutions. Westwood is known for its focus on active equity strategies, income-oriented investing, real assets, and alternative investment capabilities. Founded in 1983 by Susan M. Byrne, the firm evolved from a regional investment manager into a diversified investment platform serving both domestic and international clients. Its positioning has historically emphasized disciplined investment processes, downside-risk management, and high-touch client service across institutional and high-net-worth channels.

Business Operations

Westwood organizes its operations primarily around two business segments: Advisory Services and Trust Services. The Advisory Services segment includes institutional investment management, separately managed accounts, mutual funds, exchange-traded funds, and sub-advisory relationships. The Trust Services segment, conducted primarily through Westwood Trust, provides wealth management, trust administration, estate planning coordination, and fiduciary services to high-net-worth individuals and families. Revenue is predominantly fee-based and tied to managed asset levels, making the company sensitive to market performance and net client flows.

The company serves clients throughout the United States and also maintains international investment capabilities through subsidiaries such as Westwood International Advisors Inc. Westwood manages a range of investment strategies across U.S. equities, global equities, energy infrastructure, master limited partnerships, real estate securities, and income-oriented portfolios. The firm has also expanded its capabilities through acquisitions and strategic partnerships, including the acquisition of Salient Partners’ asset management business, which broadened Westwood’s alternatives and real assets offerings. Public filings and investor disclosures indicate that technology-enabled portfolio management, research infrastructure, and advisor relationships remain important operational components of the business.

Strategic Position & Investments

Westwood’s strategic direction has focused on expanding recurring fee-based revenues, diversifying investment products, and increasing exposure to private wealth and alternative asset strategies. The company has pursued growth through acquisitions, product expansion, and partnerships aimed at broadening distribution channels and investment capabilities. The acquisition of Salient Partners’ asset management business materially expanded Westwood’s presence in real assets and income-oriented strategies, while subsequent investments in exchange-traded funds and multi-asset solutions reflected broader industry demand for scalable investment products.

The company has also emphasized modernization initiatives and advisor platform growth to strengthen competitiveness in a consolidating asset management industry. Westwood’s investment platform includes exposure to sectors such as infrastructure, energy transition-related investments, real assets, and dividend-focused equities. Public disclosures indicate continued emphasis on attracting and retaining advisory talent, enhancing operational efficiency, and growing assets within private wealth channels. Certain forward-looking strategic initiatives discussed in investor materials remain subject to market conditions and execution risks.

Geographic Footprint

Westwood Holdings Group is headquartered in Dallas, Texas, with additional offices and operational presence across several major U.S. financial markets, including Houston, Chicago, and other regional locations tied to client service and advisory operations. The majority of the company’s assets and clients are based in the United States, particularly among institutional investors, retirement platforms, and high-net-worth individuals.

Internationally, the company maintains investment management capabilities through Westwood International Advisors Inc. and serves select non-U.S. institutional relationships. Westwood’s investment portfolios often include global securities exposure across developed and emerging markets, although its operational footprint remains primarily North America-focused. Data regarding material operational scale outside the United States is limited in publicly available disclosures, and some international business details are inconclusive based on available public sources.

Leadership & Governance

Westwood Holdings Group was founded by Susan M. Byrne, who played a central role in shaping the firm’s investment-driven culture and expansion into institutional and private wealth management. The company is governed by a board of directors and executive leadership team with backgrounds in investment management, banking, fiduciary services, and financial operations. Public company governance practices are outlined in the company’s SEC filings, including annual reports and proxy statements.

Westwood’s leadership strategy has emphasized disciplined capital allocation, client-focused investment management, and long-term growth through diversification of products and distribution channels. Executive leadership has consistently communicated priorities around organic asset growth, operational efficiency, and expansion of alternative and wealth management offerings.

• Brian O. Casey – Chairman and Chief Executive Officer
• Mark T. Freeman – Chief Financial Officer
• Gregory A. Summy – President, Westwood Trust
• John L. Montgomery – Managing Director and Head of Institutional Investment Services
• Susan M. Byrne – Founder and former Executive Chairman