About Us

Founded in 1977, Gateway is a pioneer in options-based investing – first using options shortly after the Chicago Board of Options Exchange (Cboe®) began trading modern contracts. Over nearly 50 years, the firm has developed a single-source, unified framework for alpha and risk management, applying a rigorous, quantitatively driven approach to navigate market complexities and unlock value.

The firm’s expertise lies in strategically employing index options with a goal to generate cash flow, reduce risk, and enhance long-term, risk-adjusted returns. This deep-seated expertise is central to the firm’s Hedged Equity solutions, designed to enhance equity portfolios, diversify fixed income, and provide a transparent alternative component. It also underpins Gateway’s Single-Stock Hedging & Monetization capabilities, where the investment team uses options in an effort to protect concentrated positions, shield downside risk, and generate cash flow.

This extensive experience of managing complex market exposures and seeking to optimize returns has allowed Gateway to consistently deliver sophisticated solutions for a wide range of risk-conscious and tax-aware investors. The firm’s capabilities naturally extend to advanced strategies such as Extension Tax Loss Harvesting, where Gateway applies its quantitative skill in an effort to deliver greater, more consistent tax benefits with targeted tracking error management—recharging direct indexing portfolios, facilitating tax-aware rebalancing, and enabling tax-efficient diversification.

Whether through specialized options-based solutions or broader strategic offerings, Gateway’s lengthy experience in quantitative portfolio management and the use options can provide investors an integrated, customizable, and resilient offering from a single manager. Throughout the firm’s history and across diverse market environments, clients including financial professionals, institutions, and individuals have benefited from our consistent application of a disciplined, active investment management process backed by a deeply experienced team.