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Bryan Lee Ward

Westwood Global Investments

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About Bryan Lee Ward

Bryan Lee Ward is a registered investment advisor representative with Westwood Global Investments. Bryan has been in the industry since January 2003. Bryan is registered in Massachusetts and Texas. Bryan holds the Chartered Financial Analyst designation. Westwood Global Investments provides investment advisory services to individuals, corporations, investment companies, and pooled investment vehicles.

Firm Information

Bryan Ward is currently registered with Westwood Global Investments. Westwood Global Investments is a Boston, Massachusetts-based investment advisor with approximately $12.23 billion in regulatory assets under management. The firm provides portfolio management services to investment companies, pooled investment vehicles, corporations, and other businesses, as well as state and municipal government entities, charitable organizations, and pension and profit-sharing plans.
Westwood Global Investments

ONE FINANCIAL CENTER

BOSTON, MA 02111

$12.23B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Ward’s Registration & Firm History

MA

03/27/2014 - Present

Westwood Global Investments (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Lee Ward.
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