We have helped our clients sustain and grow their wealth for half a century. Understanding your financial and life goals are just as important to our team as investment acumen, and we take pride in being responsive, resourceful, and trusted partners for our clients.
GW&K Investment Management, LLC (GW&K) is a Securities and Exchange Commission (SEC) registered investment adviser with office locations in Massachusetts and Florida.
We have the experience, resources, and investment talent to create a wealth journey tailored for you.
Whether your financial situation is simple or complex, we’ll work closely with you to get a deep understanding of your lifestyle, wealth, investing, and risk needs so we can have a trusted and productive partnership. We offer individually managed tax-sensitive portfolios to satisfy your objectives for risk tolerance, income, and capital appreciation.
We have helped our clients sustain and grow their wealth for half a century. Understanding your financial and life goals is just as important to our team as investment acumen, and we take pride in being responsive, resourceful, and trusted partners for our clients.
Wealth Insights
Charitable giving provides a wealth of benefits, including the opportunity to reinforce family unity and legacy. Wealth Strategist Melissa Jacoby compares some of the options for giving, and their estate plan impacts.
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Macro
When Israel launched surprise airstrikes on Iranian nuclear and military targets on June 13, global markets responded with a familiar playbook, but with a stagflationary twist that concerns investors.
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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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Municipal Bond
Municipals outperformed Treasuries, reversing April's relative underperformance. Historically attractive yields brought investors off the sidelines, helping the market overcome a weaker technical environment.
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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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