Westwood Launches New Investor Portal

Westwood Launches New Investor Portal

Westwood Financial announces the launch of its highly anticipated Investor Portal, designed with its investor’s financial success in mind. The platform offers innovative features and unparalleled convenience, empowering investors to take charge of their investments like never before.

Key Features:
Comprehensive Investment Performance:
Investors now have full access to the performance of their investments in each of our funds, including the Westwood Property Fund (WPF) and the Hilgard Single Tenant Net Lease Fund, dating back to 2016.

Customizable Historical Metrics: Investors can dive into the past with historical metrics, including contribution, distribution, and return information. They can tailor their view to a specific time frame, giving them complete control over their investment data.

Instant K-1 Tax Information: Our portal provides instant access to current and historical K-1 tax information, seamlessly dating back to the fund roll-up in 2016.

Secure Profile and Banking Information: Investors can rest easy knowing that their private banking and profile information is stored securely within the portal, safeguarded to the highest industry standards.

Future Investment Offerings: The portal provides access to all future investment offerings and prospectus information, allowing our investors to make informed investment decisions.

Consolidated Document Repository: Easy access to compiled and consolidated documents, including current and historical investor letters, announcements, financial/supplemental reports, and press release information, all in one centralized location.

Streamlined Communication: Direct deposit and instant email notifications for company updates made through the portal allow investors to stay connected and informed in real time.

Real-Time Fund Performance Updates: The platform will soon offer instant statistic updates on fund performance through the portal, keeping investors informed and updated.

Westwood is committed to providing its investors with the resources to achieve their financial goals. With this Investor Portal, investors have a powerful tool at their fingertips, offering transparency, convenience, and security like never before.

Westwood Financial is an industry-leading investment firm dedicated to helping investors achieve their financial goals. With a focus on transparency, innovation, and excellence, we are committed to delivering exceptional results and empowering our clients.