High Net Worth (Individuals & Families)

Since 1977, Gateway has provided tailored investment solutions for wealthy individuals and families. Keeping the client's unique needs in mind, we aim to achieve the client's short- and long- term investment goals.

Our strategies offer more than just low-volatility exposure to the equity market. Our clients may also be able to take advantage of the flexibility of separate account management by utilizing any realized losses on individual stock or index option positions to offset realized gains earned within the portfolio.

If you are a high net worth individual interested in increasing the tax-efficiency of your investment portfolio, Gateway's low-volatility equity investment strategies may help in this objective.