Westwood trust company

    • WESTWOOD HOLDINGS GROUP, INC. | 2014 ANNUAL …

      We said we want to grow Westwood Trust by acquiring private wealth management firms that are a good fit with our investment philosophy and culture. We added Westwood Trust – Omaha in 2010, and announced an agreement to acquire Woodway Financial Advisors, a private wealth and trust company in Houston, in 2015.

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    • [PDF File]Bank Holding Company State Chartered Credit Union Delayed ...

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      Out of State Trust Company Branch Date Action Institution Name/Address Branch Name/Address 2/6/2018 Certificate Cancelled Westwood Trust 200 Crescent Court, Suite 1200 Dallas, Taxes Westwood Trust 1125 South 103rd St., #580 Omaha, NE 2/8/2018 Notice Filed First Trust Company, LLC 909 St. Joseph Street. Suite 200 Rapid City, SD 57701 First Trust ...

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    • [PDF File]near Westwood Trust celebrates property purchase

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      6/19/2019 Trust celebrates property purchase near Westwood - Lassen News ... that is part of the Pacic Gas and Electric Company hydroelectric system. ... conservation eorts initiated by Feather River Land Trust in the watershed near Westwood. Click here to submit a letter to the editor about this post.

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    • [PDF File]Westwood SMidCap

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      In 2001, Westwood transitioned a midcap core equity strategy to the institutional SMidCap strategy. The midcap core portfolio had previously been offered exclusively to private clients of Westwood's affiliated trust company. The transition of the strategy occurred as a result of the increased demand Westwood observed by institutional investors.

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    • [PDF File]Third Quarter 2017 QuarterlyCommentary - Principal

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      Westwood Management Corporation, founded in 1983 by Chairman Susan M. Byrne, is an investment advisory firm primarily serving the institutional marketplace. Westwood Management Corp. and Westwood Trust are wholly owned subsidiaries of Westwood Holdings Group, Inc., a publicly traded company on the NYSE. Westwood focuses on domestic value equities.

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    • [PDF File]THE TETON WESTWOOD FUNDS (the “Trust”) TETON …

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      THE TETON WESTWOOD FUNDS (the “Trust”) TETON Westwood Equity Fund (“Equity Fund”) TETON Westwood Balanced Fund (“Balanced Fund”) Supplement dated April 2, 2019, to each of the Equity Fund’s and Balanced Fund’s Summary Prospectuses and the Trust’s Statutory Prospectus, all dated January 28, 2019.

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    • [PDF File]ENTITY OFFICE ADDRESS TOWN STATEZIPCODE PHONE AB …

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      ENTITY OFFICE ADDRESS TOWN STATEZIPCODE PHONE ... Exeter Trust Company Branch Office BusinessSuites West End, 3900 Westerre Parkway, Ste 300 Richmond VA 23233804‐267‐1199 ... John Hancock Trust Company LLC Branch Office 690 Canton Street Westwood MA 02090781‐619‐2560.

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    • [PDF File]Mutual Fund Guide - m Trust Company

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      Mutual Fund Guide The following is a list of mutual funds and fund families that can be held in an account ... Mutual Fund Guide Millennium Trust Company 3 IVA Funds Ivy Jacob Internet Fund JAForlines Global Investment Management JAG Funds JamesAdvantage Funds ... Westwood Funds WH Reaves Whitebox Funds ...

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    • [PDF File]CODE OF ETHICS - Westwood Holdings Group

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      CODE OF ETHICS Westwood Holdings Group, Inc. Westwood Management Corp. Westwood Trust Westwood Advisors, LLC Westwood International Advisors Inc. I. Introduction The purpose of this Code of Ethics is to promote honest and ethical conduct, focus the Board of Directors and management of Westwood Holdings Group, Inc. (“WHG”) and its

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    • [PDF File]The following are the delivery instructions for ...

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      FBO W7-WESTWOOD Government Securities (Bonds, bills, notes, strips, agencies, GNMA and FNMA) The Bank of New York/TrustDesk/CUST ABA Number: 021000018 156975/Reliance Trust Company W7-WESTWOOD Mutual Funds Please register and forward subsequent dividends to: Reliance Trust Company FBO W7-WESTWOOD 1100 Abernathy Road NE, Suite 400

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