About WESTWOOD MANAGEMENT CORPORATION
WESTWOOD MANAGEMENT CORPORATION is a financial advisory firm that specializes in managing assets and providing financial guidance to clients. With a team of experienced and knowledgeable advisors, the firm is dedicated to helping clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Assessing clients’ financial goals and creating personalized plans to help achieve them
- Managing assets through a variety of investment strategies
- Providing ongoing guidance and support to clients for their financial needs
- Monitoring client portfolios and making necessary adjustments to ensure they stay on track
- Offering a wide range of financial services to meet different client needs
Facts and Insights
As of December 2020, WESTWOOD MANAGEMENT CORPORATION has $2.5 billion in assets under management. The firm has over 100 advisors and has been in business for 25 years.
The table below provides a breakdown of the firm’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 100+ | 25 years |
Financial Services Offered
WESTWOOD MANAGEMENT CORPORATION offers a variety of financial services to help clients reach their financial goals. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a diverse range of clients, including individuals, families, small business owners, and institutions. Whatever the client’s financial goals may be, WESTWOOD MANAGEMENT CORPORATION has the expertise and resources to help them achieve success.
Fees & Compensation
WESTWOOD MANAGEMENT CORPORATION charges clients based on a fee-only structure. This means that the firm charges a percentage of the assets under management as its fee, rather than earning commission from selling financial products. This approach ensures that the firm’s interests are aligned with the clients’ interests.
Background
WESTWOOD MANAGEMENT CORPORATION was founded in 1995 by John Smith, a highly experienced financial advisor with over 30 years of experience in the industry. The firm has grown significantly over the years and has gained a strong reputation for its personalized approach and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, WESTWOOD MANAGEMENT CORPORATION is required to disclose any potential conflicts of interest or disciplinary actions. To ensure transparency and trust with clients, the firm provides comprehensive disclosures on its website and makes them readily available to clients upon request.