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 FirmWe 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.
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.
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.
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.
Investment professionals who invest on behalf of clients
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Investors who consult or invest on behalf of financial institutions
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Financial planning for high net worth individuals
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Registered Investment Advisors seeking a trusted partner
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Macro
Historical patterns show international equities outperform US markets during dollar decline cycles, with currency translation effects amplifying returns for American investors.
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Taxable Bond
High yield bonds can offer an attractive balance of income and capital appreciation opportunity — especially when backed by experienced and disciplined active management.
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Taxable Bond
Our Taxable Bond Team shares how key market developments in April 2025 are influencing their portfolio positioning, sector allocation, and outlook.
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Macro
Global Strategist Bill Sterling takes a deep dive into the implications for investors and shares his latest research.
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Wealth Insights
Passing wealth to future generations is a big responsibility. Senior Private Wealth Advisor Scott Peterson shares insights on preparing the next generation to inherit family wealth.
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Municipal Bond
April brought extreme volatility across fixed income markets, with Treasury and municipal bonds both whipsawed by policy surprises, shifting investor sentiment, and technical pressures.
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