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.

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A Letter from Our Co-CEOs

By the Numbers

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An introduction to the firm by our leaders – Harold, Tom, and Bill

Latest
Updates

Bloomberg – Kara South Quoted

Municipal Bond | Press Mention

Kara South, CFA was quoted in Bloomberg article, entitled, “Muni Market Faces $19 Billion Supply Wave, Biggest in Two Years.”

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Pensions & Investments – Bill Roberts Quoted

Firm-wide | Press Mention

Partner and Co-CEO, Bill Roberts, was quoted in a Pension & Investments article, entitled, “Money managers racing against new cybersecurity threats.”

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Australian Financial Review – Bill Sterling Quoted

Global Equity | Press Mention

Global Strategist, William Sterling, Ph.D. was quoted in a Australian Financial Review article, entitled, “The number that sums up Biden’s biggest economic problem.”

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

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