A complete list of active advisors currently associated with Westwood Asset Management, LLC

Warmer can help you find a great advisor at Westwood Asset Management, LLC or one who fits your needs even better.

Westwood Asset Management, LLC is a single‑advisor independent registered investment adviser that provides ongoing portfolio management to individuals and high‑net‑worth individuals. The firm prepares an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management tailored to clients’ goals, time horizons, and risk tolerances. The firm uses a broad set of analytical approaches — charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and pursues long‑term trading alongside options strategies, including covered and uncovered positions and spreads. Westwood primarily recommends ETFs to most clients but also employs equities, fixed income, non‑U.S. securities, annuities, real estate funds (including non‑traded REITs), and precious‑metal ETFs as appropriate. Noteworthy features for a firm of this size include a small client roster (14 clients) managing roughly $12.5 million in discretionary assets, suggesting relatively larger account sizes per client, and an in‑house investment management approach rather than selecting third‑party managers. The brochure also discloses use of soft‑dollar research benefits, a recommendation of Charles Schwab as custodian, and documented personal trading policies intended to address conflicts of interest.

To learn more about the advisors currently working at Westwood Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.