Acquisition expands Gateway’s separately managed account offerings

Gateway Investment Advisers (Gateway), a pioneer in options-based investment strategies and affiliate of Natixis Investment Managers (Natixis IM), today announced it has agreed to acquire the business of Belmont Capital Group (Belmont), a Los Angeles-based provider of customized, options-based separately managed account (SMA) strategies. The acquisition reinforces Gateway’s commitment to SMAs, one of the fastest-growing product segments in the US financial services industry.

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Founded by a team with decades of experience in derivatives portfolio management and trading, Belmont is known for its expertise in single-stock risk management and its tailored solutions for wealth advisory firms and high-net-worth individuals with concentrated equity positions. The firm currently manages over $1 billion in assets.

“Welcoming Belmont into the Gateway family is an exciting development for our firm,” said Michael Buckius, CEO of Gateway. “Their deep expertise in risk management and customized SMA strategies will allow us to accelerate innovation and expand our suite of tax-efficient, options-based investment solutions to meet the evolving needs of our clients.”

The acquisition positions Gateway to more fully participate in the rapidly growing SMA market, driven by increasing demand for personalized investment portfolios that address unique tax and risk management objectives. Belmont’s integration will enhance Gateway’s ability to deliver tailored hedging and options strategies to clients. It will also extend the capabilities of AIA, Natixis IM’s direct-indexing platform, by adding options-based overlay strategies, both single-stock and portfolio level, to its tax management toolkit.

“We are seeing growing demand from advisors and their clients for personalized, tax-efficient investment solutions,” said David Giunta, president and CEO for the US at Natixis IM. “The deal with Belmont will allow Gateway to build out its suite of customization capabilities and work directly with clients, through their registered investment advisors, to solve individual investing challenges.”

Belmont’s team will join Gateway and continue to operate from Los Angeles, where Gateway will establish a new office. Belmont’s strategies will be rebranded under the Gateway name, with the original team continuing to manage them.

“Belmont is excited to join the Gateway team and leverage Natixis IM’s extensive market presence and resources,” said Stephen Solaka, managing partner and co-founder of Belmont. “Working together with Gateway, we can team-up on product development, attract new clients and continue to serve current clients in a robust way.”

Financial terms of the deal were not disclosed. Natixis IM and Gateway were advised by the law firm Ropes & Gray. Belmont Capital was advised by Colchester Partners and the law firm Seward & Kissel, LLP.

About Gateway Investment Advisers

Based in Cincinnati, Ohio, Gateway Investment Advisers, LLC (Gateway) specializes in quantitatively driven equity portfolio management and index options-based investing. Since 1977, the firm has maintained a consistent focus on reducing the risk of equity investing and enhancing cash flow with option strategies. Gateway’s core low-volatility strategy seeks to capture the majority of the returns associated with equity market investments, while exposing investors to less risk than other equity investments. The firm, which has been an affiliate of Natixis Investment Managers since 2008, had approximately $9.2 billion in assets under management as of March 31, 2025.

About Natixis Investment Managers

Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers¹ with more than $1.3 trillion assets under management² (€1.2 trillion), Natixis Investment Managers specializes in high-conviction active investment strategies, insurance and pension solutions, and private assets, and delivers a diverse offering across asset classes, styles, and vehicles. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals.

Headquartered in Paris and Boston, Natixis Investment Managers is part of Groupe BPCE, the second-largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks. Natixis Investment Managers’ affiliated investment management firms include AEW; DNCA Investments;³ Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; Harris | Oakmark; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; Naxicap Partners; Ossiam; Ostrum Asset Management; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; Vega Investment Solutions and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings are available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.

Natixis Investment Managers’ distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.

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