GETTING STARTED
The principals of Westwood Asset Management are available to consult, and engage in small business consulting from time to time. Since these activities can be time consuming Westwood Asset Management is highly selective of accepting clientele for this type of work. Westwood normally may make referrals to other professionals that consult on a full time basis.
Set up an appointment by calling (800) 985-4926 or (310) 208-2191. We can also be reached by email at invest@westwoodam.com.
Prepare to bring in your current financial statements as well as some historical statements. If you have a trust, 401K rollover or are a corporation please inquire as to the documents that you will need to bring.
Take some time to examine your financial goals and formulate questions. Westwood takes privacy very seriously, please review our privacy policy at the end of this brochure.
We are located east of the Wilshire exit of the 405 Freeway adjacent to the University of California Los Angeles.