GATEWAY ASSET MANAGEMENT, LLC

Overview

Gateway Asset Management, LLC is an independent registered investment adviser organized as a limited liability company that serves both individual and family clients as well as institutional investors. The firm operates as a capital allocator, combining in-house portfolio management and financial planning with the selection and oversight of third‑party advisers. Its fee schedule mixes percentage-of-AUM billing with hourly and fixed-fee arrangements, allowing flexibility across client relationships. Investment activity is concentrated in discretionary portfolio management — the firm reports all of its reported assets are managed on a discretionary basis — and the ADV highlights a preference for externally managed funds and pooled vehicles alongside traditional long‑only holdings. Gateway does not identify as an active ESG investor and is not registered as a multi‑state adviser. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, which supports their capital allocator role.

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Location & Offices