Distribution Services

Westwood Partners' Distribution Services solution was established to help our investment management clients maximize asset gathering opportunities and develop relationships in the institutional markets, primarily with a focus on public funds and consultants.

Westwood represents clients with excellent performance covering a wide range of asset classes and styles. To date, our team has helped clients attract over $8 billion in investment assets. Westwood achieves this goal through an array of distribution services including:

  • Establishing relationships in both the consultant and institutional communities
  • Helping prepare written marketing materials
  • Executing effective marketing presentations throughout various stages of the mandate process

Our mission is to represent the best in a specific product category, with no overlapping strategies amongst clients. Westwood prides itself on being an integral part of our clients' teams. We work closely with CEOs, CIOs, portfolio managers, analysts and sales and marketing professionals to achieve meaningful asset growth results.

For more information please contact Patricia Muller.