Gateway employs a three-step process to deliver effective and thoughtful investment management services.
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Asset Allocation – Develop financial profile; conduct stress test; determine overriding financial strategy
- Develop a purposeful and practical action plan
- Align finances with family values and aspirations
- Synchronize individual elements and goals into a coherent whole
- Grow your wealth as your family grows
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Tactical Strategy – Conduct fundamental and technical analyses; select investments
- Apply a consistent methodology
- Employ a robust and flexible framework
- Pursue a top down approach to identify strong sectors
- Utilize relative strength to select likely outperformers
- Execute timely trades for offensive / defensive posture
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Risk Management – Protect asset base; establish an investment exit point
- Employ timely and exacting risk management methodology
- Adhere to a philosophy of stewardship and prudence