Westwood Management Corp. offers portfolio management to individuals, investment companies, pension plans, trusts, and other entities. Westwood tailors its services to client needs, adhering to investment guidelines and restrictions. They manage wrap fee programs and other separately managed accounts. Westwood has a Trade Rotation Policy designed to achieve an equitable allocation of investment opportunities among its advisory clients.
Fee Structure
Westwood Management Corp. charges a percentage of the assets they manage. Fees are negotiable and depend on the account size, complexity, and services requested. Minimum account sizes may be waived. Fees are typically billed quarterly in advance for separately managed accounts and monthly in arrears for pooled investments. Some clients may be invested in mutual funds or exchange traded funds, which assess additional fees.