Investment Discipline

GW&K Investment Management is an entrepreneurial-driven investment management firm that offers active equity and fixed-income investment solutions to meet the needs of a diverse client base. GW&K’s founding principles include applying rigorous fundamental research, focusing on quality, and maintaining a long-term view to its investment process.

The Firm

Headquartered in Boston, MA, GW&K was founded in 1974 and manages 32 distinct strategies. In addition to separately managed accounts, GW&K also serves as the subadvisor for several mutual funds distributed by AMG Distributors, Inc., a member of FINRA.

Investment Strategies

  • Domestic Equity
  • Global Equity
  • Taxable Bond
  • Municipal Bond

Investment Vehicles

  • Separate Accounts
  • U.S. Mutual Funds 
  • UCITS 
  • Private Funds

Assets Under Management

Municipal Bond 65%
Taxable Bond 9%
Balanced 9%
Small / Mid Cap Equity 8%
Small Cap Equity 8%
Equity Dividend 1%

Percentages may not sum to 100% due to rounding; approximate breakdown subject to change.

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