McCarthy Group Advisors is now Westwood
McCarthy Group Advisors has been acquired by Westwood Holdings Group effective November 2010. The combination of Westwood and McCarthy Group Advisors provides our clients with expanded investment opportunities and continuity in the investment process and disciplines that have guided us for over two decades.
Westwood's depth of resources will also enable us to remain a leader in providing strong client service and investment support to Omaha’s private wealth and institutional markets.
Our philosophy remains unchanged
Providing a comprehensive strategic approach to investing in a combination of investment options designed to help you meet your financial goals remains our top priority.
We wish to exceed your expectations in our level of commitment and personal service.
We share that desire with Westwood and that remains our commitment to you.
Firm History
1986 McCarthy Group Asset Management was founded by Richard L. Jarvis and Michael R. McCarthy, chairman of MGI Holdings, Inc.
2004 Mr. Jarvis, Art N. Burtscher and Andrea P. McMahon purchased a
controlling interest and the firm’s name changed to
McCarthy Group Advisors, L.L.C.
2010 McCarthy Group Advisors, L.L.C was purchased by Westwood and a new, Westwood Trust – Omaha location is opened.