GW&K is an innovative and supportive partner that is focused on understanding the distinct needs of an advisor's practice. We offer a range of clearly defined, actively managed equity and fixed income investment strategies to help you meet your clients’ objectives. We excel at building long-term relationships based on trust, collaboration, and performance.
GW&K Brings a Commitment to Client Focus, Partnership, and Investment Success
We have a team devoted exclusively to advisory relationships that will work with you to deliver a tailored service approach to meet your clients’ specific needs. In addition to providing quarterly performance reviews and strategy review calls, our business development support is available to provide customized analytics and proposals. Finally, our strategy specialists and portfolio managers are accessible for client calls and meetings.
Our deep commitment to personal service and investment success is at the core of GW&K’s culture and business philosophy—it is how we build long-term, trusted relationships.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.