Wealth Insights
2025 Year-End Financial Planning Reminders
GW&K Wealth Strategist Melissa Jacoby shares strategies that can enhance tax efficiency and strengthen your long-term financial well-being.
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Our Firm
We are an active investment manager dedicated to serving financial advisors, institutional investors, private wealth clients and RIAs with a broad range of equity and fixed income strategies. We combine deep expertise with a hands-on approach to navigating markets, and our commitment to superior client service and disciplined investment management has helped us build lasting partnerships.
Hear more from our Founder-Chairman Harold Kotler and co-CEOs, Tom Powers and Bill Roberts, about who we are and what we do in this video.
About Our FirmInvestment Strategies
Domestic Equity
We leverage our strengths in bottom-up fundamental research to focus on small cap, small/mid cap, and high conviction multi-cap equity — those equity market segments where active management and disciplined stock selection can add the most value.
Global Equity
Our global specialists seek to uncover quality companies that have a sustainable competitive advantage and that may be undervalued, underappreciated, or misunderstood by the market.
Municipal Bond
GW&K is a recognized market leader and pioneer in municipal bond investing, having managed portfolios for clients since our founding in 1974. Our investment approach is active, flexible, and rooted in disciplined research to preserve and enhance principal and income.
Taxable Bond
We have been managing taxable bond portfolios for clients for more than three decades. We aim to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation in changing market environments.
Who We Work With
Financial Advisors
Investment professionals who invest on behalf of clients
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Institutional Investors
Investors who consult or invest on behalf of financial institutions
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Private Wealth
Financial planning for high net worth individuals
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Registered Investment Advisors
Registered Investment Advisors seeking a trusted partner
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Latest Updates
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Municipal Bond
Municipal Bond Snapshot October 2025
Municipals posted gains for the month — the first positive October in six years and the strongest in over two decades.
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Taxable Bond
Taxable Bond Snapshot October 2025
Despite the government shutdown, investors continued to bid up assets and both stock and bond markets were unphased. The positive economic backdrop remained in place while the Fed cut rates for the second straight meeting.
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Macro
The Shock-Resistant US Economy
US states and households are thriving, but rising federal debt sets new limits for the shock-resistant American economy.
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Macro
What the Federal Shutdown Means for the Economy and Markets
Global Strategist Bill Sterling takes us through how the US federal government shutdown may affect the economy and markets.
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Macro
3Q25 GW&K Market Insights
Harold Kotler, Bill Sterling, & Dan Fasciano discuss market growth drivers, AI’s impact, policy risks, and investment opportunities in small caps, bonds, and global markets.
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