Are you looking for a company that’s offering a wide range of investment solutions for everybody from financial intermediaries, private wealth clients, and even institutional investors? Do you want to be sure that it’s a professional firm specializing in diverse investment capabilities?
Offices in Dallas, Houston, and San Francisco
And, wouldn’t it be even better if that company specialized in all areas of financial planning in Dallas and also had offices in Houston and San Francisco as well as having its home base in Dallas?
Client-Centric
You’re also probably looking for a company that embraces an approach to business that’s truly client-centric in everything they do. When it comes to financial planning in Dallas, you need a firm that always stays true to its core investment philosophy while also honoring its client commitment to only investing in the highest-quality companies with its main objective being downside protection. That’s also a company that, as a result, has been able to help their clients to grow their portfolios exponentially as well as have their portfolios successfully navigate the turbulent market conditions for many years.
Employee/Shareholders
There’s one Dallas company that knows quite well about the fact that owners of companies always act differently from employees. And, that’s why they encourage their employees to become owners. In fact, 88% of their employees are actually shareholders, and their directors and employees currently hold about 22% of the company’s stock. This means that everyone is clearly focused on how to find more ways for helping one another and their clients.
Contact Them Today
Contact Westwood Holdings Group, Inc. for expert advice on your investments.
