Client respect, collaboration, & access to our investment professionals

These core values are embedded in our culture and define GW&K’s relationships with its advisory, institutional, and private clients. The individual care we give to each of our clients can be traced to the firm’s origin nearly 50 years ago servicing the specific needs of our private clients.

Our hallmark is balance – the equal attention we give to our large and small clients, our proven ability to preserve and grow capital, and in our commitment to institutional quality and an entrepreneurial spirit.

GW&K stands by the integrity of its investment process and the firm’s long track record of investment success. We excel in finding value in inefficient equity and fixed income markets with an exceptional focus on quality.

To achieve these objectives we give great attention to creating an environment of trust and respect – for both our clients and employees – it is the foundation for the firm’s stability and consistent investment success.

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, New York and Florida.

Download Form CRS

By the Numbers

  • 0 Years investing for clients
  • $0B Assets under management
  • 0 Number of strategies offered
  • 0 Number of employees
  • 0% Percent of employees who invest in a GW&K Strategy or fund
  • 0 Number of investment professionals
  • 0 Investment professionals’ average years investment experience
  • 0 Investment professionals’ combined years investment experience
  • 0 Number of employees who have worked at GW&K for longer than 15 years
  • 0 Number of charities supported
  • 0 Number of countries where clients are from
  • 0 Languages spoken by employees
An introduction to the firm by our leaders – Harold, Tom, and Bill

Latest
Updates

MarketWatch – Stephen Repoff quoted

Taxable Bond | News Article

Stephen Repoff, CFA was quoted in the MarketWatch article, "How oil soaring to $100 a barrel could be bad for this boom-bust sector and the economy."

Read Article

GW&K Emerging Wealth Update: Week Ending June 4, 2021

Global Equity | Commentary

Thomas A. Masi, CFA, Partner, Portfolio Manager and Nuno Fernandes, CFA, Partner, Portfolio Manager

Download

GW&K Taxable Bond Monthly Commentary – May 2021

Taxable Bond | Commentary

Mary F. Kane, CFA, Partner, Taxable Bond Portfolio Manager and Stephen J. Repoff, CFA, Principal, Taxable Bond Portfolio Manager

Download

Stay Updated & Informed with GW&K

GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.

  • This field is for validation purposes and should be left unchanged.