Salient Advisors, L.P.

Fee-Only (% of Portfolio)

Salient Advisors, L.P. is a registered investment advisor located in Dallas, Texas, and is wholly owned by Westwood Holdings Group, Inc. Salient Advisors primarily provides investment management services to investment companies, specifically mutual funds such as the Westwood Broadmark Tactical Plus Fund, rather than providing direct investment advice to individual retail clients. The firm utilizes tactical investment strategies focusing on global equity securities, exchange-traded funds, derivatives, and various hedging instruments to seek above-average risk-adjusted returns and reduced downside volatility relative to major market indices. Salient Advisors does not offer direct financial planning services, hourly consulting, or separate retail wealth management accounts. Instead, its core business is institutional and fund-level management. Clients or investors interested in the firm's strategies participate through the underlying mutual funds or pooled vehicles managed by Salient Advisors, which are subject to the fees, expenses, and minimum investment requirements outlined in each respective fund prospectus.

Assets Under Management$62M
Clients1
Advisors1
Avg. per Client$62M
Avg. per Advisor$62M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm