Client respect, collaboration, & access to our investment professionals

These core values are embedded in our culture and define GW&K’s relationships with its advisory, institutional, and private clients. The individual care we give to each of our clients can be traced to the firm’s origin nearly 50 years ago servicing the specific needs of our private clients.

Our hallmark is balance – the equal attention we give to our large and small clients, our proven ability to preserve and grow capital, and in our commitment to institutional quality and an entrepreneurial spirit.

GW&K stands by the integrity of its investment process and the firm’s long track record of investment success. We excel in finding value in inefficient equity and fixed income markets with an exceptional focus on quality.

To achieve these objectives we give great attention to creating an environment of trust and respect – for both our clients and employees – it is the foundation for the firm’s stability and consistent investment success.

Client Relationship Summary

GW&K Investment Management, LLC (GW&K) is a Securities and Exchange Commission (SEC) registered investment adviser with office locations in Massachusetts, New York and Florida.

Download Form CRS
A Letter from Our Co-CEOs

By the Numbers

  • 0 Years investing for clients
  • $0B Assets under management
  • 0 Number of strategies offered
  • 0 Number of employees
  • 0 Volunteer opportunities for employees in 2023
  • 0 Number of investment professionals
  • 0 Investment professionals’ average years investment experience
  • 0 Investment professionals’ combined years investment experience
  • 0 Number of employees who have worked at GW&K for longer than 15 years
  • 0 Number of charities supported by GW&K and our employees in 2023
  • 0 Number of countries where clients are from
  • 0 Languages spoken by employees
An introduction to the firm by our leaders – Harold, Tom, and Bill

Latest
Updates

Bond Buyer – GW&K’s 1Q24 Municipal Bond Commentary Quoted

Municipal Bond | Press Mention

The Bond Buyer quoted GW&K’s 1Q24 Municipal Bond Commentary in an article entitled, “A weaker session, but munis are outperforming on strong demand so far in Q2.”

Read Article

GW&K Taxable Bond Market Commentary – 1Q 2024

Taxable Bond | Market Commentary

Following the dovish Fed pivot in December that opened the door to easing monetary policy for 2024, the fixed income market entered the year anticipating steep rate cuts beginning as soon as March.

Read Article

GW&K Global Equities Strategy Commentary – 1Q 2024

Global Equity | Market Commentary

The year-end 2023 rally continued into the first quarter, but in a more muted manner.

Read Article

Stay Updated & Informed with GW&K

GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.

  • This field is for validation purposes and should be left unchanged.