Gateway Investment Advisers to Acquire Business of Belmont Capital Group

▤ Summary

Gateway Investment Advisers agreed to acquire the business of Belmont Capital Group, a Los Angeles-based provider of customized options-based SMA strategies. The deal expands Gateway's capabilities in tax-efficient, personalized investment solutions and strengthens its position in the fast-growing separately managed account market. Belmont's team will join Gateway, continue managing its strategies, and operate from a new Los Angeles office. Natixis IM also plans to extend its direct-indexing platform with Belmont's options-based overlay strategies.

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