Nolan Bieck

Westwood specializes in distinct investment capabilities: US Value Equity and Multi Asset, which includes Asset Allocation, Real Assets and Tactical, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. The firm combines bottom-up, fundamental security selection and top-down macroeconomic views to achieve an optimal risk-adjusted outcome for their investors.

Functions as a College/University

CV Advisors aims to meet clients’ long-term objectives with precision, cost efficiency and disciplined risk management across market cycles. Their process begins with the formulation of a broad asset allocation, first determined through a top-down process to establish long-term target allocations by asset class and is followed by a bottom-up analysis of individual, investable instruments.