General Info

Gannett Welsh & Kotler manages approximately $5 billion for high-net-worth individuals and small to mid-sized institutions located in the Boston area and throughout the nation. A registered investment advisor founded in 1974, the company offers both fixed income and equity portfolio management services. Its distinctive fixed income service, focusing on capital preservation and tax-advantaged returns for individually managed accounts, has made it one of the largest independent fixed income managers in the United States. Gannett Welsh & Kotler distributes its products directly through its own relationships as well as through approximately 60 distribution partnerships with firms offering wrap products. The firm is a subsidiary of the Bank of New York Company, a financial holding company. Gannett Welsh & Kotler is headquartered in Boston.