NEOS Investments LLC, a forward-thinking ETF issuer recognized for its tax-efficient income strategies, has announced that Aretex Capital Partners, along with ETF industry expert Tom Lydon, has acquired a minority interest in the company.
“The NEOS team places a premium on putting the client first and translating investment opportunities into action. I’m thrilled to partner with them as an investor and believe strongly in the quality of their ETFs,” said Tom Lydon.
Strategic Growth and Continued Innovation
“We are excited to welcome Andrew Feller, David Badham, and Tom Lydon to our team. This partnership allows NEOS to continue prioritizing what matters most to us—our clients—while delivering innovative products that meet their income needs,” said Garrett Paolella, Co-Founder and Managing Partner of NEOS Investments. “Each of our new partners brings valuable industry experience that will support our growth, and we’re particularly excited to deepen our collaboration with Tom Lydon as we continue educating financial professionals and institutions about options-based income strategies.”
Strong Backing from Aretex Capital
“We are thrilled to partner with Garrett Paolella, Troy Cates, and the NEOS management team as both an investor and strategic partner,” said Andrew Feller, Managing Partner of Aretex Capital Partners. “NEOS has firmly established itself as a leader in its space, and the team’s commitment to innovation is evident. We’re confident that the firm’s focus on product development and execution will continue to deliver groundbreaking solutions to the market for the long term.”
Industry Expertise from Tom Lydon
Tom Lydon, a well-known figure in the ETF industry, is the founder of the popular website ETF Trends, which he launched in 2005. The site was later acquired by VettaFi, a business under Aretex’s ownership until its sale in early 2024. Lydon commented, “The NEOS team places a strong emphasis on client-first strategies and swiftly executing investment opportunities. I’m excited to be both a partner and an investor, and I have great confidence in the quality of their ETFs.”
Pioneering Income Strategies in the ETF Space
The founding partners of NEOS Investments are pioneers in the rapidly growing options-based segment of the ETF market. Their strategies are designed to provide high monthly income and tax efficiency across core portfolio exposures, including equities, fixed income, and alternative asset classes.
NEOS Investments’ ETF product lineup 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 ETF (BTCI)
- NEOS Enhanced Income 20+ Year Treasury Bond ETF (TLTI)
With this new strategic investment, NEOS Investments is well-positioned to further innovate and expand its offerings, continuing its mission of providing tax-efficient, income-focused investment solutions to its clients.
