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.
Macro
GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
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Macro
Global Strategist Bill Sterling takes a deep dive into the implications for investors and shares his latest research.
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Taxable Bond
Our Taxable Bond Team shares how key market developments in January 2025 are influencing their portfolio positioning, sector allocation, and outlook.
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Municipal Bond
Our team shares insights about recent market events in the Municipal Bond market.
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Wealth Insights
IRA inheritance rules can be complex. This article breaks down what both account holders and beneficiaries need to know.
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Domestic Equity
Equity Research Analyst Gaby Greenman shares insights from the companies she follows, providing a direct look at how businesses are thinking about consumer demand and their outlook for the months ahead.
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