Gateway Investment Advisers, LLC

Overview

Established in 1977, Gateway Investment Advisers, LLC is a private investment firm specializing in quantitatively driven equity portfolio management and index options-based investing. The firm focuses on reducing the risk of equity investing and enhancing cash flow through option strategies. Its core low-volatility strategy aims to capture the majority of returns associated with equity market investments while exposing investors to less risk than other equity investments. As of December 31, 2025, Gateway had approximately $11.5 billion in assets under management. Gateway's investment approach includes hedged equity solutions, single-stock risk management, and extension tax loss harvesting. These strategies are designed to enhance equity portfolios, diversify fixed income allocations, and provide tax-efficient risk management. The firm employs index options to manage volatility and improve after-tax outcomes, aiming to mitigate downside risk and generate cash flow. Additionally, Gateway offers customized solutions for high-net-worth individuals with concentrated equity positions, leveraging its expertise in single-stock risk management. In August 2025, Gateway expanded its capabilities by acquiring Belmont Capital Group, a Los Angeles-based provider of customized, options-based separately managed account strategies. This acquisition enhanced Gateway's ability to deliver tailored hedging and options strategies to clients and extended the capabilities of Natixis Investment Managers' direct-indexing platform by adding options-based overlay strategies to its tax management toolkit. Belmont's investment team joined Gateway and continues to operate from Los Angeles, where Gateway established a new office. The integration of Belmont's expertise has garnered growing interest in Gateway's tailored hedging and options SMA strategies, including for high-net-worth individuals with concentrated equity positions.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies