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.
Taxable Bond
Our Taxable Bond Team shares how key market developments in April 2025 are influencing their portfolio positioning, sector allocation, and outlook.
Read Article
Macro
Global Strategist Bill Sterling takes a deep dive into the implications for investors and shares his latest research.
Read Article
Wealth Insights
Passing wealth to future generations is a big responsibility. Senior Private Wealth Advisor Scott Peterson shares insights on preparing the next generation to inherit family wealth.
Read Article
Municipal Bond
April brought extreme volatility across fixed income markets, with Treasury and municipal bonds both whipsawed by policy surprises, shifting investor sentiment, and technical pressures.
Read Article
Macro
Our Founder-Chairman Harold Kotler and Global Strategist Bill Sterling discuss elevated market volatility, changing tariff policies, and current risks and opportunities.
Read Article
Municipal Bond
GW&K’s Municipal Research Team shares their research on how municipal bond issuers may be affected by any potential impending federal funding cuts.
Read Article