Gw&k Investment Management Reviews


Gw& k Investment Management Client Types And Minimum Account Sizes

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GW& K accepts private or high-net-worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, Undertakings for Collective Investment in Transferable Securities funds, collective trusts and other entities.

The firm’s minimum account size varies by asset class and GW& K strategy. For advisory services the firm provides to wrap fee programs, or for sub-advisory services it offers to pooled investment vehicles, the relevant program or fund sponsor determines the minimum.

How We Make Money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

Is Gw& k Investment Management Also A Broker

Currently GW& K Investment Management is also a Broker-Dealer or is affiliated with one. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds, cross-selling of commissioned insurance products, and the sale of proprietary investment products. All of these conflicts can negatively impact clients via hidden fees and overall higher costs.

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Gw& k Investment Management Background

The firm was founded in 1974, and in 2008 it became a partner of Affiliated Managers Group, Inc, a publicly-traded global asset management company. In addition to its municipal bond strategies, the firm employs small cap and small/mid cap and core fixed income investment approaches. GW& K manages wrap accounts, and it also participates in certain sub-advisory agreements.

Gw& k Investment Review 3q 2021

Corporate Fit


However much we plan, there are always unanticipated consequences. Sometimes the means justify the ends or, even when unlucky, the ends turn out better than foreseen. When the end is beyond our realm of expectations, however, then the consequences can be severe. In my lifetime, I have watched three U.S. presidents lose public opinion and the ability to lead because of foreign policy blunders. Lyndon Johnson chose not to seek reelection over Vietnam, Jimmy Carter lost the election over the failed coup in Iran, and now I see President Bidens diminished influence, stemming from the events in Afghanistan. I usually avoid political commentary, but I feel compelled to reflect on this latest incident.

As I write this, the President again made a blunder by doing a deal with Australia for the delivery of submarines, snatching it from the arms of the French. So angry was the French government, they temporarily withdrew their ambassador to the United States. President Biden has some notion that our Pacific allies are more important than our European allies, that the threat to Taiwan by the Chinese will be the crisis to avoid. But China will likely succeed in bringing Taiwan under its control the same way it did with Hong Kong, over time and with political pressure. The world cannot tolerate an armed conflict between the U.S. and China. Yes, we will have cyber combat, fiscal maneuvering and political rhetoric, but no hot war.

Harold G. Kotler, CFA


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Gw& k Investment Management Review

Review content is produced independently of any business relationships that might exist with the firms mentioned here, and business partners of SmartAsset receive no special consideration in reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor mentioned here.

222 Berkeley Street, 15th Floor

Boston, Massachusetts 02116-3748

In business for nearly a half century, GW& K Investment Management, LLC is a fee-only firm headquartered in Boston. The firm offers investment advisory services to 40,000 clients who include individual and institutional clients. GW& K specializes in active equity and fixed income investment solutions, and it incorporates equity, municipal bond and taxable bond strategies in its investment process.

The financial advisor has more than $42 billion in assets under management .

Does Gw& k Investment Management Recommend Securities That It Or Its Affiliates Underwrite Or In Which It Serves As General Or Managing Partner Will Any Of My Assets Be Invested In Those Products

GW& K Investment Management recommends securities that they may have recently taken public or otherwise have controlling interest over. This relationship could introduce bias where a firm and its advisors may push those products over others that may have a more favorable performance with which they are not affiliated.

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Gw& k Investment Management Faq

Have questions about working at GW& K Investment Management? Read answers to frequently asked questions to help you make a choice before applying to a job or accepting a job offer.

Whether it’s about compensation and benefits, culture and diversity, or you’re curious to know more about the work environment, find out from employees what it’s like to work at GW& K Investment Management.

All answers shown come directly from GW& K Investment Management Reviews and are not edited or altered.

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Frequently Asked Questions Regarding Gw& k Investment Management

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Where are GW& K Investment Managements headquarters?

GW& K Investment Managements headquarters are in 222 Berkeley St., Boston, Massachusetts, 02116, United States

What is GW& K Investment Managements phone number?

GW& K Investment Managements phone number is 236-8900

What is GW& K Investment Managements official website?

GW& K Investment Managements official website is //

What is GW& K Investment Managements Revenue?

GW& K Investment Managements revenue is $69 Million

What is GW& K Investment Managements SIC code?

GW& K Investment Managements SIC: 62,628

What is GW& K Investment Managements NAICS code?

GW& K Investment Managements NAICS: 52393,523

How many employees are working in GW& K Investment Management?

GW& K Investment Management has 150 employees

What is GW& K Investment Managements industry?

GW& K Investment Management is in the industry of: Investment Banking, Finance

Who are GW& K Investment Managements main competitors?

GW& K Investment Management’s main competitors are: Payden Rygel, Addenda Capital, European Credit Management, Scout Investments

What companies has GW& K Investment Management acquired?

GW& K Investment Management has acquired the companies: Ivory Investment Management, Artemis, Aston Asset Management, Baker Street Advisors

What is GW& K Investment Management’s tech stack?

The technologies that are used by GW& K Investment Management are: Google Analytics, Google Cloud Platform, Hubspot Content Management System, PetWise Marketing

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Gw& k Investment Management Fees

For investment advisory services, GW& K earns 1.00% for equity strategies and 0.65% for fixed income strategies. GW& K fee rates vary per account size and investment strategy. The firms standard fee schedules are negotiable, and its fees are usually billed quarterly in advance or in arrears.

For the firms sub-advisory services to pooled investment vehicles, and its management of wrap programs, each vehicle or programs contract sponsor determines the advisory fee. The fee schedules for private funds, mutual funds and UCITS are specified in each funds prospectus or offering memorandum. The firm also manages some programs without full discretion, and these fees are also determined each programs or accounts sponsor.

GW& K additionally receives performance-based fees for its investment management. The fees are based on a percentage of the net profits being managed.

Gw& k Investment Management Reviews Faqs

GW& K Investment Management has an overall rating of 4.3 out of 5, based on over 9 reviews left anonymously by employees. 92% of employees would recommend working at GW& K Investment Management to a friend and 92% have a positive outlook for the business. This rating has improved by 3% over the last 12 months.

According to anonymously submitted Glassdoor reviews, GW& K Investment Management employees rate their compensation and benefits as 4.1 out of 5. Find out more about salaries and benefits at GW& K Investment Management. This rating has decreased by 0% over the last 12 months.

92% of GW& K Investment Management employees would recommend working there to a friend based on Glassdoor reviews. Employees also rated GW& K Investment Management 4.7 out of 5 for work life balance, 4.4 for culture and values and 4.1 for career opportunities.

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How We Approach Editorial Content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

What Is The Historical Performance Of Gw& k Investment Management

Corporate Fit

The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client’s personal financial situation.

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What Services Can Gw& k Investment Management Provide

As a financial advisory firm, GW& K Investment Management can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio .Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.

Which Securities Does Gw& k Investment Management Trade For Itself That It Will Also Be Recommending To Me

GW& K Investment Management has marked in their disclosures that they trade recommended securities. While this often can be seen as “eating your own cooking,” there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold that they will also be recommending to you.

Our system found no other conflict questions to ask. Checks take place monthly.

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Where Is Gw& k Investment Management Headquartered Which States Do Its Financial Advisors Serve

GW& K Investment Management is headquartered in Boston, MA and currently serves in 53 states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming.

How We Use Your Personal Data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.

To learn more about how we handle and protect your data, visit our privacy center.

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Gw& k Investment Review 2q 2021


The ongoing debate over the duration of inflationary pressures confronting the U.S. economy has occupied an inordinate amount of space. Will they be temporary, quasi-permanent, or permanent? While expansive fiscal and monetary policies have fostered rapid growth, shortages created during the pandemic have left many parts of the economy in various stages of catch up.

The sustainability of these trends is unclear. With enhanced unemployment benefits scheduled to lapse in September, we are likely near the high point of government stimulus. However, the residual effect of policies, past and present, will still create an economy that is far from what it was pre-pandemic and what it will be a couple of years from now.

Trying to project the immediate trajectory of the U.S. economy seems impossible. I believe the more important questions are: What will the U.S. economy, and for that matter, the world economies, look like in 2024? And, what will be the most likely outcome of growth and inflation?

So what does this mean for inflation in the year 2024 and beyond? I stick to my thesis of the last 30 years, that inflation will be very subdued. Once the economic systems around the world adjust to the new normal, there is no reason that post-pandemic inflationary pressures will not go back to their long-term trend of 2% or less.


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Does Gw& k Investment Management Offer Products That Have Performance

When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. This could be detrimental to a client during down markets.


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