A complete list of active advisors currently associated with Gateway Capital Management

Warmer can help you find a great advisor at Gateway Capital Management or one who fits your needs even better.

Gateway Capital Management is a small, independent registered investment adviser that provides discretionary portfolio management and written financial planning to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations and business entities. Services are delivered on a one‑on‑one basis with tailored investment solutions and ongoing account supervision. The firm uses multiple methods of analysis — including fundamental, technical, cyclical and charting approaches — and implements both long‑ and short‑term purchase strategies as appropriate, with account reviews conducted at least quarterly. It tailors investment restrictions to client requests and does not vote client proxies, leaving proxy materials and voting decisions to clients or their designees. Distinctive aspects include that the firm’s principal maintains a separate accounting practice and is a Certified Public Accountant, allocating roughly 10% of his time to accounting work and referring clients between tax/accounting and advisory services as appropriate. The firm’s brochure also discloses a 2013 regulatory finding involving a misrepresentation of CPA status and failures to update and deliver Form ADV, which was resolved by an administrative fine; prospective clients are encouraged to review the firm’s disciplinary history on the public adviser‑info site.

To learn more about the advisors currently working at Gateway Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.