WESTPORT, Conn.–(BUSINESS WIRE)–NEOS Investments LLC, an innovative ETF issuer known for its tax-efficient income strategies, announces that Aretex Capital Partners, along with ETF industry expert Tom Lydon, acquired a minority interest in the company.
“We are excited to welcome Andrew Feller, David Badham and Tom Lydon. This partnership allows NEOS to continue focusing on what we value most, our clients, and delivering innovative products to meet their income needs. Additionally, they each bring different industry experience to support our continued growth. We have worked with Tom Lydon for many years and are excited to have his guidance as we continue to educate financial professionals and institutions about options-based income strategies,” said NEOS Investments Co-Founder and Managing Partner, Garrett Paolella.
“We are delighted to partner with founders Garrett Paolella and Troy Cates, along with the NEOS management team, as an investor and strategic partner. NEOS is an established leader in its space, and the team is committed to innovation. We look forward to supporting the firm’s mission to pursue long-term growth. The ETF industry continues to evolve, and we are confident that NEOS’s product development and emphasis on execution will deliver innovative solutions to the market for the long term,” said Andrew Feller, Managing Partner of Aretex Capital Partners.
Tom Lydon, an ETF industry expert, founded the popular website ETF Trends in 2005, which became part of VettaFi, a business that Aretex built and controlled until its sale in early 2024. “The NEOS team places a premium on putting the client first and moving investment opportunities into action. I am excited to be a partner and investor and strongly believe in the quality of their ETFs,” Lydon said.
The founding partners of NEOS are pioneers in the rapidly growing options-based segment of the ETF market. Their strategies focus on providing high monthly income and tax efficiency across core portfolio exposures spanning equities, fixed income and alternative asset classes.
The NEOS Investments ETF product offering includes: NEOS S&P 500 High Income ETF (SPYI), NEOS Nasdaq 100 High Income ETF (QQQI), NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI), NEOS Nasdaq 100 Hedged Equity Income ETF (NUSI), NEOS Enhanced Income Credit Select ETF (HYBI), NEOS Russell 2000 High Income ETF (IWMI), NEOS Enhanced Income Aggregate Bond ETF (BNDI), NEOS Bitcoin High Income (BTCI) and NEOS Enhanced Income 20+ Year Treasury Bond ETF (TLTI).
About NEOS Investments: Founded in 2022, NEOS Investments offers ETFs that aim to deliver the next evolution of options strategies, where seeking income is the outcome. Built on decades of research and experience, NEOS ETFs aim to empower investors with portfolio building blocks that provide monthly income, tax efficiency and diversification through data-driven options-based ETFs.
About Aretex Capital Partners: Founded in 2018, Aretex Capital Partners is a growth-oriented investment firm. Aretex works in partnership with entrepreneurs and management teams, with an emphasis on bringing insight and stewardship to assist businesses in achieving their full potential. Our team has been working together since 2010 and is headquartered in New York.
