To bring you valuable intellectual and technological capital our firm seeks out critical services and insights from independent consultants and professionals. These strategic alliances allow us to better address even the most complex financial challenges. Gateway is privileged to partner with these highly regarded firms in financial services:
CHARLES SCHWAB & Co., Inc.
- Gateway Advisory has selected Charles Schwab & Co., Inc as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.
- The originator and leader in goal-focused financial planning
- High caliber reporting and performance attribution