Frequently Asked Questions
Is the Enhanced Balanced™ Portfolio customizable?
YES. Based on your investment objectives and/or any existing investments, we can customize your investment allocation as needed.
Do you offer automatic monthly/quarterly deposits to my primary checking account?
YES. We can electronically deposit funds to the account of your choice as frequently as needed, and we do not charge a fee for this service.
Do you offer electronic account statements?
YES. We offer both electronic and hardcopy statements either monthly or quarterly.
Do you offer online account access?
YES. We offer online account access for all accounts and we can post your account statements online if your prefer.
Do you offer customer checking accounts?
NO. We do not offer traditional banking services. We are a Trust Company that focuses on Investment Management.
I currently work with a CPA. Do you have the ability to work with my existing CPA regarding all tax reporting issues?
YES. Many of our clients request that we send all tax documents to their CPA. We have the ability to integrate with all external advisors.
I am undecided on whether I want to transfer my accounts to Westwood. Do you offer a FREE asset allocation analysis for prospective customers?
ABSOLUTELY. We would be happy to review any information you provide. We only ask that you provide all relevant investment information so we can provide you with a complete investment analysis.
If I do not meet the minimum requirement do you have any other options for someone who would like to invest with Westwood?
YES. Westwood considers all family investment assets towards our minimum requirement. Our goal is to work with all family members and build strong family relationships.
I have decided that I would like to hire Westwood Trust. What is the next step?
Please click here to contact Westwood Trust to setup an initial consultation.