| Description | Process | Commentary |
DescriptionThe Balanced Management product combines two of Westwood's well-established investment strategies: LargeCap Equity and Fixed Income. Both strategies have produced superior investment returns as stand alone strategies, but combined offer the added benefit of asset allocation. The portfolio traditionally targets a 60/40 blend between stocks and bonds but the asset allocation can be customized to meet the client's investment objectives and risk tolerance levels. The benchmark is a hybrid of the S&P 500 and the Lehman Brothers Government Credit Index.
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