We are an active investment manager dedicated to serving financial advisors, institutional investors, private wealth clients and RIAs with a broad range of equity and fixed income strategies. We combine deep expertise with a hands-on approach to navigating markets, and our commitment to superior client service and disciplined investment management has helped us build lasting partnerships.
Hear more from our Founder-Chairman Harold Kotler and CEO Tom Powers, about who we are and what we do in this video.
About Our FirmWe leverage our strengths in bottom-up fundamental research to focus on small cap, small/mid cap, and high conviction multi-cap equity — those equity market segments where active management and disciplined stock selection can add the most value.
Our global specialists seek to uncover quality companies that have a sustainable competitive advantage and that may be undervalued, underappreciated, or misunderstood by the market.
GW&K is a recognized market leader and pioneer in municipal bond investing, having managed portfolios for clients since our founding in 1974. Our investment approach is active, flexible, and rooted in disciplined research to preserve and enhance principal and income.
We have been managing taxable bond portfolios for clients for more than three decades. We aim to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation in changing market environments.
Investment professionals who invest on behalf of clients
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Investors who consult or invest on behalf of financial institutions
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Financial planning for high net worth individuals
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Registered Investment Advisors seeking a trusted partner
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Macro
Private credit has ballooned to a $1.8T market—and 2026 brought its first real stress test. Global Strategist Bill Sterling shares more on redemptions, rising defaults, AI-linked risks, and spillovers to public bonds.
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Wealth Insights
Turning 18 brings more than new freedoms — and new legal and privacy rules. Melissa Jacoby outlines key planning documents that can help in emergencies and everyday life.
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Taxable Bond
Client Portfolio Manager Michael Wands explores how higher yields may restore fixed income’s role in diversification, income, and volatility dampening within portfolios.
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Macro
In his Q1 2026 Economic Letter, Harold G. Kotler shares a timely reminder: patience, discipline, and diversification matter.
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Municipal Bond
GW&K’s 1Q2026 Municipal Bond Commentary: what drove muni returns, where value re-emerged, and how we’re positioning amid rate and geopolitical risks.
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Taxable Bond
Geopolitics lifted oil and volatility, pressuring bonds and credit. Securitized held up; we see risk rotation — stay actively positioned.
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