• About GAMMA

    The first centralized marketplace connecting wealth advisors and institutional investors to endless selection of personalized index investments.

  • 2021 Investment Outlook

    Sir Isaac Newton once said: “What we know is a drop, what we don’t know is an ocean.”  Similar reminder to stay humble is spoken by the market on a daily basis.  Click below for our 2021 Investment Outlook.

  • Tax-Managed Index Solutions

    Potential tax hikes and the US equity market at an all-time high provide an opportunity to consider investing in tax-managed index tracking SMAs

    • About GAMMA

      The first centralized marketplace connecting wealth advisors and institutional investors to endless selection of personalized index investments.

    • 2021 Investment Outlook

      Sir Isaac Newton once said: “What we know is a drop, what we don’t know is an ocean.”  Similar reminder to stay humble is spoken by the market on a daily basis.  Click below for our 2021 Investment Outlook.

    • Tax-Managed Index Solutions

      Potential tax hikes and the US equity market at an all-time high provide an opportunity to consider investing in tax-managed index tracking SMAs

    Custom Index SMAs

    Custom index SMAs – also known as direct indexing – are separately managed accounts (“SMAs”) investing in a custom portfolio of securities that track the performance of an index. They provide structural advantages over ETFs by allowing customization based on a client’s goals, social values and tax management objectives.

    Benefits to Investors:

    1. TAX SAVINGS
    Unlike ETFs, SMAs provide a great opportunity for investors to harvest losses during up or down markets and maximize after-tax wealth.

    2. LOWER FEES
    Investment solutions based on GAMMA’s unique execution model generate cost advantages which are passed on to our clients.

    3. PERSONALIZATION
    SMAs are tailored to meet the specific needs and objectives of each investor – unlike ETFs or mutual funds which are one-size-fits-all investments.

    4. POTENTIAL TO IMPROVE RETURNS
    If investors have actively managed funds or SMAs with long-term underperformance relative to their benchmarks, they should consider switching to GAMMA’s Custom Index SMA platform to improve returns and save on taxes and fees

    Why GAMMA?

    Our one-of-a-kind Custom Index SMA capabilities empower wealth advisors to deepen relationships with existing clients, while broadening new client channels to grow their businesses.

    Holistic Custom Index SMA Capabilities

    1. All-weather innovative index strategies
    Our diverse strategy offerings cover equities, fixed income and options; providing advisors with a one-stop shop for Custom Index SMAs.

    2. Tax Management
    Tax-managed solutions are implemented throughout the year to help investors maximize their long-term after-tax wealth.

    3. Mass Customization
    The breadth and depth of our customization capabilities enable the creation of personalized index solutions en masse and at scale through a comprehensive and innovative investment platform.

    4. Convenient and Cost-Effective Access
    Our goal is to redefine the client experience with SMA investing by enabling advisors to quickly and easily access a broad array of cost-effective custom index solutions of institutional caliber.

    All-in-One Platform for Custom Index Investing

    Investment Strategies

    Select from a wide range of index exposures beyond those available through ETFs.

    Custom Index Development

    Design, construct and back-test new index strategies according to clients’ specifications or proprietary methodologies.

    Personalization

    Tailor every portfolio solution to a client’s specific objectives and social values.

    Tax Management

    Help investors maximize long term after-tax returns using a systematic index management process.

    Ongoing Support

    Enhance the experience in SMA investing with a digital client interface.

    Who We Serve

    We offer tailored services and insights to various types of financial intermediaries and institutional investors.

    Direct Institutional

    • Banks & Trusts
    • Endowments
    • Foundations
    • Retirement Plans
    • Corporations Plans
    • Insurance Companies
    • Sovereign Wealth Funds
    • Non-US Institutions

    Wealth Management

    • Financial Advisors
    • Registered Investment Advisors
    • Family Offices
    • Private Client Groups

    For any questions regarding our solutions and services.

    Already a GAMMA customer? Access Client Portal.

    Lorraine Wang, CFA®

    Founder & CEO

    Lorraine Wang is the founder and CEO of GAMMA Investing. Lorraine is a 30-year industry veteran in financial services, with over two decades of institutional asset management experience. She has proven track record in growing an ETF startup to a $300 billion franchise in 14 years, through product innovation and successful commercialization of a unique product range. Previously, Lorraine was the Global Head of ETF Products & Research at Invesco PowerShares. She also served in various leadership positions at the New York Stock Exchange, Morgan Stanley, JP Morgan and Citi. Lorraine received a B.S. degree in Management Science from MIT and is a Chartered Financial Analyst. Lorraine resides in Westchester NY with her husband and two kids. During her free time, she enjoys traveling around the world and playing golf with her family.

    JR Rieger, CRC®

    Senior Advisor, Fixed Income

    JR Rieger is a Senior Advisor for GAMMA Investing, responsible for fixed income and hybrid securities strategies. JY is a bond market veteran with over 39 years of experience. JR is also the founder of the Rieger Report® LLC. providing periodic market commentary, perspectives and insights into the fixed income markets through the newsletter. He is also an advisory board member of BondView®, assisting financial institutions with fixed income analytics, indexing & benchmarking, index selection, fixed income valuation and mark-to-market compliance related issues.

    Prior to starting the Rieger Report®, JR was the Managing Director and Global Head of Fixed Income Indices at S&P Dow Jones Indices. Prior to joining S&P Dow Jones Indices, JR served as the Global Head of Bond Evaluations at S&P Securities Evaluations Services (formerly known as J.J. Kenny).

    JR is a member of the CFA Society, National Federation of Municipal Analysts, Municipal Analysts Group of New York and the Fixed Income Analysts Society. JR is also an Associate Member of the Securities Experts Roundtable. In 2019, JR became a Certified Retirement Counselor to bring his bond market experience to the retirement planning process.

    Yu-Ming Wang

    Senior Advisor, Corporate & Investment Strategies

    Yu-Ming Wang is a Senior Advisor for GAMMA Investing, responsible for guiding the development and implementation of GAMMA’s corporate and investment strategies. Yu-Ming was previously the President and Global CIO at Matthews Asia, responsible for the strategic vision and leadership of the investment team. Prior to joining Matthews Asia in 2020, Yu-Ming was the Deputy President and Global CIO at Nikko Asset Management, responsible for strategic development and oversight of Nikko’s global investment team. Previously, Yu-Ming was Head of Fixed Income Asia at Manulife Asset Management in Hong Kong. He also worked at Wachovia Bank in senior roles in the capital markets division in New York, before moving to Hong Kong to head the global markets business for the Asian region. Yu-Ming received his MBA from New York University Stern School of Business and received a B.S. in Mechanical Engineering from MIT.

    Richard Ranck, CIMA®

    Senior Advisor, Distribution & Marketing

    Richard Ranck leads the distribution and marketing efforts to support GAMMA’s investment advisory business. Richard is also the Founder & Managing Partner of Valor Consulting & Distribution. He is an industry veteran and entrepreneur with more than two decades of investment management experience serving financial advisors, RIAs and investment professionals. Previously, Richard served in business development roles with Veriti Management, Eventide, Invesco, PowerShares and Morgan Keegan. Outside of the office, Richard enjoys spending time with his wife and 5 kids on their farm. Richard is active in his local church and enjoys crossfit, hunting, skiing, horseback riding, and camping.

    Ed McRedmond

    Senior Advisor, Strategic Partnerships

    Ed McRedmond is a Senior Advisor to GAMMA Investing, responsible for the acquisition of strategic partners, clients, and key industry contacts. Ed is also the Founder of etfEd Advisory, which provides consulting services to existing ETFs and asset managers looking to enter the space, with a focus on sales & distribution strategy. Ed has over 20 years of experience in the ETF industry in a variety of roles including key accounts, institutional sales, relationship management, research and model portfolio management. Previously he was Senior VP, Director of ETF Business Development & Portfolio Strategies at Invesco PowerShares. Ed is also a Contributing Editor for the ETF Business Review. Ed graduated from Quincy University with a Bachelor’s degree in Economics.

    Zlatko Martinic, CFA®

    Chief Investment Officer

    Zlatko Martinic is the Chief Investment Officer at GAMMA Investing. Zlatko is a seasoned investment management professional with over 25 years of experience managing and delivering innovative and bespoke custom portfolio solutions. He is responsible for leading GAMMA’s investment process by using an institutional approach to index investments that blends risks and investment objectives. During his career, he built and managed high performing investment teams servicing strategic account relationships.

    Prior to joining GAMMA, Zlatko was the Head of Transition Management at Penserra and the Head of Portfolio Implementation Americas at BlackRock. He is a global citizen having lived and worked in Switzerland and speaks 5 languages. He attended the Business and Commerce School in Baden, Switzerland and is a Chartered Financial Analyst.
    Zlatko resides in Oakland, CA with his wife and 2 children. During his free time, he enjoys travelling abroad and spending time on California’s beautiful beaches.