Gateway Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gateway Advisors provides discretionary portfolio management and consulting primarily for institutional and pooled clients, including pension plans, Taft‑Hartley plans, endowments, foundations, mutual funds, private investment funds and other U.S. and international institutions. The firm also manages assets held in variable annuity and variable life insurance vehicles and describes its services as active management across equities, bonds and pooled investment products.
The firm’s investment process combines technical and fundamental analysis, using market charts and firm-derived technical signals alongside company financial analysis to guide trading decisions. Accounts are monitored continuously with weekly reviews of individual investments and quarterly reviews of overall positions; the firm states it will exit to money market instruments when its discipline indicates doing so and does not recommend inverse or leveraged ETFs.
Notable operational disclosures in the brochure include that the adviser’s principal also sells insurance products and may receive commissions from those sales, a potential conflict the firm says it mitigates through transparency and client disclosure. The brochure also explains operational arrangements such as the adviser’s ability to have advisory fees charged through mutual fund and variable contract companies (constructive custody), a policy of not voting client proxies, and a practice of not aggregating trade orders.
Client services
Expertise
Fee options
0.25% to 1.50% annually, negotiable, paid monthly in arrears
Main office
St. Louis MO
Advisors at this office
1
Most active in
Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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