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Overview

Your Wealth Journey, Our Expertise

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.

Client Relationship Summary

GW&K Investment Management, LLC (GW&K) is 
a Securities and Exchange Commission (SEC) registered investment adviser with office locations in Massachusetts and Florida.

Our Philosphy

We have the experience, resources, and investment talent to create a wealth journey tailored for you.

Wealth Management Customized to 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.

Our Clients

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.

Examples of clients we work with include:

  • Professionals looking for a skilled partner as they build wealth
  • Individuals and couples considering future lifestyle goals
  • Single, divorced and widowed individuals
  • Recent retirees needing guidance and advice
  • Business owners and entrepreneurs
  • Families in need of guidance related to wealth transfer techniques

Our Team

We implement a cohesive team approach where client service and investment professionals work together to meet all your reporting and account administration requirements. Our dedicated team includes 18 private wealth professionals with an average of 20 years of experience.

Perspectives

Macro

GW&K Investment Review 3Q 2025

Despite political uncertainty, the stock market rises, driven by falling interest rates, the AI revolution, and renewed confidence in capitalism. Hear more from GW&K’s CIO, Harold Kotler.

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Municipal Bond

Municipal Bond Market Commentary – 3Q 2025

Municipal bonds surged in the third quarter, driven by long-end gains, strong demand, and resilient credit fundamentals. The market enters Q4 on solid footing.

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Taxable Bond

Taxable Bond Market Commentary – 3Q 2025

3Q2025 was another strong quarter for fixed income markets. Our Taxable Bond Team shares what they’re seeing in the market.

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Domestic Equity

Domestic Equity Market Commentary – 3Q 2025

US equities soared in the third quarter, led by AI and tech. Small caps outperformed, gold hit record highs, and Fed rate cuts boosted market optimism.

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Global Equity

Global Equity Market Commentary – 3Q 2025

Global small caps rose in 3Q2025. Our team favors steady, undervalued companies, choosing to focus on fundamentals over market hype.

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Municipal Bond

New York City: Strong Fiscal Controls Outweigh Political Promises

NYC’s strong fiscal safeguards and oversight ensure stable credit ratings, despite political proposals for higher taxes and new debt.

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