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 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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Wealth Insights
Explore UTMA/UGMA accounts, 529 plans, and 530A Accounts, and learn how families can align gifts for children and grandchildren with their broader financial goals.
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Taxable Bond
During August, the yield on the 30-year Treasury Bond hit a post-Global Financial Crisis (GFC) high of 5.34%. Subsequently, Treasury Secretary Bessent surprised the market by announcing plans to increase the size of buybacks for longer-dated US Government Bonds, briefly pushing yields lower.
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Municipal Bond
Municipals posted mixed returns in August, with gains in shorter maturities but losses out longer.
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Taxable Bond
See why the growing divide between BB- and CCC-rated high yield bonds highlights the importance of credit quality and disciplined security selection.
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Taxable Bond
Preferred securities can offer attractive income, tax advantages, and diversification. Learn how they work, the risks to consider, and GW&K’s approach.
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Firm-wide
Book, podcast, and TV recommendations from across GW&K.
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