Objective: Seeks to provide personalized, options-based overlays that help clients with concentrated equity positions manage downside risk, reduce portfolio volatility, and enhance after-tax returns through strategic hedging and yield generation.
These solutions are customized to help meet each client's objectives in managing risks in concentrated single-stock portfolios, leveraging some or all of the options-writing programs: covered calls, put purchases, and protective collars.
Aims to reduce volatility and enhance after-tax returns through strategic option writing.
Seeks to insure against significant decline in stock price.
Seeks to insure against a significant decline in stock price with minimum to no cost.
Information contained above is for illustrative purposes only. Actual client outcomes may differ.
For financial professionals only.
Gateway does not provide tax advice. Taxation of investments and option strategies can be complicated, and Gateway encourages all investors to seek professional advice prior to investing.
It is generally accepted that gains and losses from the sale of stock options are taxed at capital gains rates.
Investment Risks: All securities are subject to risk, including possible loss of principal. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Investors should fully understand the risks associated with any investment prior to investing. 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. Please read the risks associated with each investment prior to investing. Detailed discussions of each investment’s risks are included in Part 2A of each firms’ respective Form ADV. The investments highlighted may be subject to certain additional risks. The views and opinions expressed may change based on market and other conditions. This material is provided for informational purposes only, it is not a recommendation, and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary.
Performance data shown represents past performance and is no guarantee of future results.
Services/products mentioned herein are managed/issued by the affiliated entity (the “Affiliate”) named within. Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC and Natixis Investment Managers International, including the Affiliate. Natixis Investment Managers, the Paris-based parent company, is a multi-affiliate organization and a subsidiary of Natixis, the corporate, investment management and financial services arm of BPCE.