Gateway Investment Advisers believes the future of investing lies in personalization, precision, and tax efficiency. For nearly five decades, Gateway has pioneered options-based strategies that seek to help investors manage risk, generate cash flow, and pursue long-term, risk-adjusted returns. Today, the firm is redefining what it means to invest intelligently – collaborating with clients in designing comprehensive solutions built to be tax aware from the ground up.
Approach: A unified framework for alpha and risk management
Gateway’s portfolio solutions are designed to enhance traditional return streams by seeking to increase yield, mitigate losses, or shape return.
Hedged equity solutions
Enhance equity portfolios and diversify fixed income allocations with transparent, low-cost strategies that use index options to potentially help manage volatility and improve after-tax outcomes.
Single-stock risk management
Buffer concentrated positions and seek to unlock liquidity through disciplined options selling. Gateway’s approach can help mitigate downside risk while seeking to align with each client’s unique tax and investment goals.
Extension tax loss harvesting
Recharge direct indexing portfolios with targeted tracking-error management. Gateway’s quantitative expertise aims to provide more consistent tax benefits across market cycles, helping investors rebalance legacy accounts and diversify with tax efficiency.
Firm features
Gateway provides nearly 50-years of expertise in options-based investment solutions and experience with quantitatively driven equity strategies.
- Tax efficient by design:
Every strategy is engineered to support tax-aware outcomes, from seeking to generate income to harvesting losses and managing concentrated stock exposure.
- Customizable and time-tested:
Gateway offers integrated solutions tailored to individual client goals, backed by decades of experience in quantitative portfolio management.
- Single-manager simplicity:
Investors benefit from a cohesive, end-to-end platform that simplifies complexity and seeks to deliver consistent results.
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Learn more about our affiliated investment managers or a specific investment strategy.
Assets under management (AUM) as of June 30, 2025. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of nonregulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
All investing involves risk, including the risk of loss of principal. For detailed risk information, please click the link for each product.
Options may be used for hedging purposes, but also entail risks related to liquidity, market conditions and credit that may increase volatility. The value of positions in options may fluctuate in response to changes in the value of the underlying asset.
Diversification does not guarantee a profit or protect against a loss.
Tax loss harvesting is a strategy for selling securities that have lost value in order to offset taxes on capital gains.
Tax treatment and rates can and do vary over time.
Investment decisions should be made based on an investor's objectives and circumstances and in consultation with their investment and/or tax advisors.
Alpha is a measure of the difference between a portfolio's actual returns and its expected performance, given its level of systematic market risk.
The investment management subsidiaries of Natixis Investment Managers conduct any regulated activities only in and from the jurisdictions in which they are licensed or authorized. Their services and the products they manage are not available to all investors in all jurisdictions.