Westwood financial houston

• [PDF File]Investment Adviser Brochure Item 1 – Cover Page

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  Sep 29, 2017 · WHG is also the owner of Westwood Management Corp. (“Westwood Management”), a registered investment advisor that has been in business since 1983; Westwood Trust, a Texas- chartered Trust company headquartered in Dallas, Texas and with offices in Houston, Texas and Omaha,

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• [PDF File]Westwood

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  9900 Stella Link, Houston, TX 77025 Tentative Agenda: Hurricane Harvey – How did Westwood fare? Super Neighborhood – What does it mean to us in a post-Hurricane Harvey world? Esplanade Planters – Need work crews for repair work ... FEMA Hotel financial assistance: 1-800-621-3

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• [PDF File]Journey case study Removing complexity, supporting growth.

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  clients and financial intermediaries. Based in Dallas, Westwood also maintains offices in Toronto, Boston and Houston. Each office represents a relatively recent acquisition made when the firm pursued a strategy to expand its product offering starting at the end of 2011. Prior to this strategy, Westwood dealt primarily in U.S. equities.

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• [PDF File]Your Influence Your Legacy - Westwood Group

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  subsidiaries, which include Westwood Management Corp., Westwood Trust, Westwood Advisors, LLC, and Westwood International Advisors Inc. The New York Stock Exchange, Securities and Exchange Commission and Texas Department of Banking provide multiple layers of oversight. The firm has offices in Dallas, Houston, Omaha, Toronto and Boston.

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• [PDF File]Location is Everything.

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  director of Westwood Financial since 2016, was named CEO on January 1, 2019 Closed on an inaugural, syndicated, revolving credit facility with $80 million of capacity priced at Libor + 185 basis points Acquired two unanchored shopping centers, located in Phoenix, AZ and Chicago, IL, for $17.8 million at an average cap rate of 6.8%

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• Westwood Holdings Group, Inc. Reports Fourth Quarter and ...

  About Westwood Westwood Holdings Group, Inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. The firm has $15.2 billion in assets under management, of which $2.3 billion are in values-based, global-sanctions compliant and

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• Alpha - Westwood Holdings Group, Inc.

  Westwood Holdings Group, Inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. The firm has $16.6 billion in assets under management, of which $3.0 billion are in values-based and socially responsible investment mandates as of December 31, 2018. Westwood

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• [PDF File]TOP HOUSTON-AREA WEALTH MANAGEMENT FIRMS & …

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  Houston,TX77057 713.864.4300 $2.34 million $70.25 million 30 no minimum LouisPelz, owner/founder, l.pelz@comcast.net 1997 8 Woodway Financial Advisors Westwood Trust|woodwayfinancial.com 10000 Memorial Dr.,#650 Houston,TX77024 713-683-7070 $2.23 million $1.45 billion 650 $500,000 WilliamCunningham, president, wcunningham@woodwayfinancial.com ...

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• [PDF File]TWENTY PREMIER PROPERTIES

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  WESTWOOD FINANCIAL 20 Westwood Financial owns and operates a high-quality national portfolio of shopping centers primarily concentrated in California, Arizona, Texas, Colorado, North Carolina, and Georgia. Partnering with today’s top-performing tenants, …

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• [PDF File]WESTWOOD MANAGEMENT DISTRICT

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  Management’s discussion and analysis of Westwood Management District’s (the “District”) financial performance provides an overview of the District’s financial activities for the fiscal year ended September 30, 2017. Please read it in conjunction with the District’s financial statements. USING …

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