Lee Financial, 8350 N Central Expy, Ste 1800, Dallas, TX 75206, US

Westwood Trust and Westwood Management are wholly owned subsidiaries of Westwood Holdings Group, a publicly traded company on the New York Stock Exchange under the ticker symbol WHG. Westwood Trust is a trust institution providing investment management, trust and custody services to high net-worth individuals and institutions. Established in 1974 as a limited purpose bank, Westwood Trust is chartered and regulated by the Texas Department of Banking and the State Banking Board. Westwood Trust specializes in asset allocation and traditional trust services. Westwood Management is a Registered Investment Advisory Firm, managing assets for institutional clients and a family of mutual funds. Westwood was founded in 1983 in Dallas by Susan M. Byrne. On July 1, 2002, the company became a publicly traded company. In addition, Westwood Management is the investment sub-advisor of the common trust funds offered by Westwood Trust. Westwood Holdings Group is headquartered in Dallas.

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