Broker Check

Who is Gateway Asset Management?

Gateway Asset Management is a registered investment advisor in the state of Ohio. The advisor may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor or a tax professional before implementing any strategy discussed herein.

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website or any of the information or services provided by Gateway Asset Management, LLC (collectively “Gateway”, “we'', ''our” or ''us”) in connection with the Website. 

By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Gateway Asset Management in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

Gateway Asset Management reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

The Disclosures and Terms of Use associated with this website were last updated on February 5 1, 2021.

We appreciate you taking the time to connect with us online, and we look forward to providing you with interesting content.

Views and Opinions Expressed

The views, opinions, and analysis expressed here are Gateway Financial alone and  its affiliates; are subject to change at any time; and are not intended to be a guarantee of future events.  

Understanding Investment Risks

Risk factors are described in detail in our ADV Form Part II and Disclosure Brochures, which should be carefully reviewed prior to making a decision to invest with Gateway Asset Management. You may request a copy of our ADV Form Part II by emailing Past Performance is No Guarantee of Future Results.

Additional Services

Insurance and fixed annuity products may be offered through Gateway Financial Advisors, LLC.

Third Party Links

This website may contain links to articles or other information contained on a third-party website. Gateway Asset Management does not endorse or accept responsibility for the content, or the use of the third-party website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Gateway Asset Management assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the third-party website and inclusion or reference by Gateway Asset Management to any third party site should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Website Contents and Electronic Communications

This Website is intended to provide general information pertaining to Gateway Asset Management’s investment advisory and management services and additional general investment related information, publications, and links solely to gain an understanding of our services so that you may contact us if you desire to engage our services. Content provided is in connection with advertising and marketing the services we offer. 

Current Clients

If you are a current Client it is important to remember that it is your responsibility to notify us, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or modify any reasonable restrictions to our investment advisory services.

Engaging our Services  

An investment advisory relationship can only be established and investment advice can only be provided after the execution of a written advisory agreement; and the delivery of Gateway Financial’s Form ADV Brochure (and the Brochure Supplement for each investment advisor representative supporting a particular client). 

Clients who engage Gateway Financial should be aware that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken by us after engaging our services will be profitable or equal any historical performance level(s).

We appreciate the time you took to learn how to connect with us online, and we look forward to providing you with interesting industry content.

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