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.
Municipal Bond
Municipals posted gains for the month — the first positive October in six years and the strongest in over two decades.
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Taxable Bond
Despite the government shutdown, investors continued to bid up assets and both stock and bond markets were unphased. The positive economic backdrop remained in place while the Fed cut rates for the second straight meeting.
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Macro
US states and households are thriving, but rising federal debt sets new limits for the shock-resistant American economy.
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Macro
Global Strategist Bill Sterling takes us through how the US federal government shutdown may affect the economy and markets.
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Macro
Harold Kotler, Bill Sterling, & Dan Fasciano discuss market growth drivers, AI’s impact, policy risks, and investment opportunities in small caps, bonds, and global markets.
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Macro
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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