The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Serve as a primary Wealth Strategist, leading comprehensive plans for clients and prospects across cash flow, retirement, estate, tax, wealth transfer, philanthropy, risk, executive compensation, and business-owner considerations.