Macro
The Great American Inheritance Boom
The richest generation in history is unlocking its wealth — a private stimulus happening now, not decades from now.
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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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Taxable Bond
Financing the Future: Credit Perspectives on the AI Investment Boom
GW&K’s Director of Taxable Bond Research examines the implications for debt investors and the evolving credit landscape as AI-driven investments transform balance sheets and market dynamics.
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Municipal Bond
Municipal Bond Snapshot November 2025
Following the strong fall rally, municipals held steady in November, with year-to-date performance in the mid-single digits.
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Taxable Bond
Taxable Bond Snapshot November 2025
The US Aggregate Bond Index returned 0.62% in November, spot-on with October's gain. Yields declined across the curve, except for the unchanged long end. Spreads for the overall index rose marginally, and the year-to-date gain advanced to 7.46%.
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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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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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