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 CEO Tom Powers, 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 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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Municipal Bond
The 2026 midterm ballot included several measures with potential implications for state and local credit. GW&K’s Director of Muni Research, Jeff Devine, examines the results and what they may mean for investors.
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Macro
Global Strategist William Sterling examines what a nearly $2 trillion federal deficit means for stocks, bonds, interest rates, inflation, and portfolio diversification.
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Macro
Markets reacted sharply after Democrats won both chambers of Congress: AI-related equities sold off, while bonds rallied. Global Strategist Bill Sterling examines what it may mean for investors.
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Taxable Bond
October’s Taxable Bond Snapshot reviews falling Treasury yields, the Bloomberg Aggregate’s 2.44% gain, widening credit spreads, and GW&K’s current positioning.
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Municipal Bond
Municipals rallied in October as rates fell, with a steeper curve, attractive yields, and improving technicals. Explore the latest trends and GW&K’s municipal bond strategies.
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Macro
Hear GW&K's Harold Kotler, Bill Sterling, and Dan Fasciano discuss the economy, AI, inflation, diversification, and why long-term investors should look beyond today's headlines.
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