The future of risk-managed, tax-aware investing
Founded in 1977, Gateway provides nearly 50-years of expertise in options-based investment solutions and experience with quantitatively driven equity strategies – offering risk-conscious and tax-aware investors a single-source, unified framework for alpha and risk management.
The firm’s strategies can generate cash flow, reduce risk, and enhance long-term returns through Broad-Based or Single-Stock Hedging & Monetization and can also support tax-efficient risk management and diversification through Long/Short Extensions.
Gateway stands out in its experience employing options and can offer investors an integrated, customizable, and resilient solution from a single manager.
HEDGED EQUITY
Seeks to enhance risk-adjusted returns with index options
Focused on volatility reduction
Fixed income diversification
Low-cost, liquid, and transparent alternative component
Track record starting in 1988
Long/Short Extensions
Generates more consistent tax benefit potential across markets while managing tracking error
Recharge aged direct indexing portfolios
Risk management and pre-tax alpha potential
Tax-efficient legacy account rebalancing and/or portfolio diversification
SINGLE STOCK HEDGING & MONETIZATION
Aims to protect capital and reduce active exposures using options
Shield downside risk
Generate option-based cash flow
Highly customizable
Actively managed
Gateway’s offerings are focused on risk management, seeking to mitigate downside loss, create tax alpha, and generate income.