Financial consultants in the Dallas area provide a client-oriented service. They offer both financial advice and a wide spectrum of industry-leading financial solutions tailored to meet individualized and frequently complex financial requirements.
Managed Investing
A financial firm in Dallas that focuses on high-conviction equities and an outcome-oriented approach actively invests in high-quality businesses that have an undervalued earning potential. They also work with a bottom-up approach geared heavily toward loss limitation and the generation of significant returns.
Domestic Value Equity Investing
Advantages to value equity investing are a minimized absolute risk on the downside and higher-tier risk-adjusted returns. Overall advantages provided by a financial firm in Dallas include:
- A competitive advantage
- Lower downside risk
- Returns according to fundamentals-based intrinsic valuation
- Increased opportunities for cash flow reinvestment, M&As and return capital
- Active fundamentals analysis across multiple metrics, including financial strength, stability and profitability
- Investment in best ideas grounded in a merger of quality and value
A financial manager in Dallas using a team-based approach assembles high-conviction portfolios based on idea generation, peer group review and portfolio construction.
Tactical Multi-Asset Investing
A multi-asset investment approach implemented by a fund manager in Dallas aligns security selection with a top-down macro overview. The process implements bottom-up as well as top-down factors and quantitative and fundamental methods across a diverse set of asset classes.
Tactical and strategic allocations are oriented toward the management of downside risk. A fund manager in Dallas that works with multi-asset investing utilizes three approaches:
- Absolute Return – low-correlation, market-independent returns according to yield-oriented, short-term portfolios, macro hedging and convertible arbitrage.
- Income-Oriented Investing – flexible investing across income securities, bond sectors and hybrids, opening up exposure to a variety of opportunities in changing conditions.
- Total Return – diversified investing across sectors, securities and asset classes, implementing both bottom-up security selection and top-down asset allocation and allowing global investors to discover market opportunities.
Wealth Management
A financial manager in Dallas can help clients realize objectives and build wealth despite complex financial considerations. As wealth management consultants, they create lasting legacies through values-based processes and industry-leading investing and fiduciary solutions.
- Financial Planning – comprehensive and integrated financial plans taking into account future and strategic considerations.
- Estate and Trust Services – the safeguarding of wealth in complex circumstances.
- Investment Solutions – improved outcomes through individualized tactical and strategic solutions while preserving capital.
- Philanthropy – customized fiduciary and advisory services related to changing considerations regarding philanthropic organizations.
Dallas-Based Financial Managers
Thirty-eight years of experience, 25 investment professionals managing $13 billion in assets in offices in Dallas and Houston and an investment approach focused on high-quality and undervalued companies open up the potential to generate significant returns. Contact the team at Westwood Wealth Management at 1-877-386-3944 or online at westwoodgroup.com to learn more.
