Have you been looking all over for a firm that provides active management in Dallas but having no luck at all? Well, you’re not alone in that. Many potential investors go through the same thing but the best place to start is by knowing what to look for. So, here are a few tips and hints to get you started.
What To Look For in a Provider of Active Management in Dallas
You want a laser-focused investment management boutique and wealth management firm with offices in Chicago, Dallas, Houston, and San Francisco.
You also want an active management firm that specializes in a number of distinct investment capabilities, from Energy & Real Assets to Multi-Asset and Income Alternatives, as well as Managed Investment, Tactical Absolute Return, and U.S. Value Equity Solutions, all of which are available via separate accounts, including ETFs, the Westwood Funds® family of mutual funds, and other pooled financial vehicles.
In addition, you want a firm that’s benefiting from significant, broad-based employee ownership. They trade on the New York Stock Exchange under the symbol “WHG.”
Contact the Best Active Management Firm in Dallas
If all of that sounds like what you’ve been looking for, then you should contact Westwood Wealth Management for any questions that you might have about active management. Westwood was founded in 1983 and offers a wide range of investment solutions to everybody from institutional investors to financial intermediaries and private wealth clients. They trade on the New York Stock Exchange under the symbol “WHG.”
