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    We can provide financial advice to help you:

    Invest for tomorrow.

  • kenburns1

    We can provide financial advice to help you:

    Live your life.

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    We can provide financial advice to help you:

    Retire healthy.

  • kenburns6

    We can provide financial advice to help you:

    Be true to yourself.

Your Values. Your Influence. Your Legacy. Our Advice.

Welcome to WealthCoach

What makes us different?

At our core, Westwood is a money manager... we have been trusted with client portfolios for over 34 years. Westwood is a $22 billion financial services company — we are big enough to serve many types of clients and small enough to provide personalized care and service to each of them. We are much more than a technology company or an app on your phone.

We provide technology to help you access our intellectual capital and experience to help you save and invest in your future.

WealthCoach is available wherever you are

At Westwood, we offer a wide array of outcome-oriented investment solutions to meet our clients’ needs, including actively managed funds, index funds and a hybrid approach. Our portfolio solutions will be adjusted to your personal needs, tolerance for risk and investing horizon. We have a unique ability to apply proprietary research to inform investors' decisions.

Strategy Active
Allocation
Hybrid
Allocation
Index
Allocation
Growth
Balanced Growth
Enhanced Balanced
Balanced Income
Income

Invest Where It Counts

Achieve Your Goals

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Manage Your Risk

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Get Ongoing Advice

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Investment Insights

Looking ahead for what might impact your investment outcomes.

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Meet the Team

Asset Allocation Committee Voting Members

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  • SUSAN BYRNE Founder and Vice Chairman of the Board
    Westwood Holdings Group

    Susan founded Westwood Management Corp. in 1983. She is President and Chief Investment Officer of MB Capital and MOB Family Foundation.


  • CAROL PROFFER Partner at Capstone Partners, LP

    Carol is a member of the Westwood Trust Board and has been at Capstone Partners for 13 years.


  • PAT FRAZE Westwood Trust Board Member

    Pat joined Westwood in 1990 and retired in 2014 from her post as Executive Vice President.

Asset Allocation Committee Contributors

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  • LEAH BENNETT, CFA Chief Operations Officer
    Westwood Trust - Houston

    Leah joined Westwood in 2016 and has 25 years of experience in the industry.


  • DAVID CLOTT, CFA Senior Vice President, Senior Portfolio Manager
    Westwood Management

    Dave joined Westwood Management in 2014 and has 25 years of experience in the industry.


  • PARKER YOUNG Vice President, Fixed Income Trader
    Westwood Management

    Parker joined Westwood Management in 2013 and has over 10 years of experience in the industry.


  • PATRICIA PEREZ-COUTTS, CFA Senior Vice President, Portfolio Manager
    Westwood International Advisors

    Patricia joined Westwood International Advisors in 2012 and has over 30 years of experience in the industry.


  • KELLIE STARK, FRM, CFA Executive Vice President
    Westwood Management

    Kellie joined Westwood Management in 1992 and has nearly 30 years of experience in the industry.

Investment Fund Selection Committee

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  • NICK ENGLISH Vice President
    Westwood Trust - Dallas

    Nick joined Westwood in 2006 and has nearly 20 years of experience in the financial services industry.


  • PORTER MONTGOMERY President
    Westwood Trust - Dallas

    Porter joined Westwood Trust in 2003 and has nearly 20 years expereience in the industry.


  • LEAH BENNETT, CFA Chief Operations Officer
    Westwood Trust - Houston

    Leah joined Westwood in 2016 and has 25 years experience in the industry.


  • GREGG BALLEW, CFA, CIMA Senior Vice President
    Westwood Trust – Dallas

    Gregg joined Westwood Trust in 2010 and has over 35 years of experience in the industry.

Low Fees Personalized Service

0.60
Advisory Fee

At Westwood, we are committed to putting clients first. We believe in fee transparency. WealthCoach enables us to optimize technology, financial solutions and streamline service. As a result, we are able to offer a low advisory fee.

0.50
Advisory Fee

Public Servants: Active Duty and Retired Military, Teachers, Police and Firefighters are offered a reduced fee in gratitude for their service to our nation.

Advisory fees are not charged on affiliated funds.

“If you don't have time to do it right, when will you have time to do it over?”
- Coach John Wooden


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