ZEGA Financial levels the playing field for alternative investments.
We turn strategies once available only to institutional investors into accessible, practical option strategies for advisors’ retail clients. Accessible means we back each product with the education and support that empower advisors and make clients comfortable. Practical means our strategies complement the client portfolio already in place. It’s a combination that can strengthen an advisor’s current client relationships while opening new doors. Our strategies will help you stand out in the crowded RIA landscape.
We honed this approach prior to founding ZEGA by revolutionizing retail investing with the online brokerage industry in the late 1990s and early 21st century.
Today, as a sub-advisor, ZEGA’s expertise in option trading, volatility, and risk management has built over $350 million AUM in our product families, such as:
• Buy and HedgeTM, which utilizes options to keep clients invested in equities while reducing risk and helping to lock in gains.
• High Probability Option Strategy (HiPOS), which manages credit spreads to convert market volatility into portfolio income. This strategy can further diversify your client portfolio with its non-correlated returns. The client determines the risk level: Income, Moderate Growth, or Aggressive Growth.
ZEGA Financial LLC is a registered investment advisor. Buy and Hedge is a registered trademark and the title of the principals’ best-selling book: “Buy and Hedge, the Five Iron Rules of Investing for Long Term.” Track our performance at http://www.zegafinancial.com/downloads.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 777 Flagler Drive,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- zegafinancial.com
- HQ
- West Palm Beach, Florida
Zega Financial, Llc Questions
Zega Financial, Llc's website is zegafinancial.com
Zega Financial, Llc's LinkedIn profile is https://www.linkedin.com/company/zega-financial-llc
Zega Financial, Llc has
3 employees.
View email and phone details for 3
employees at Zega Financial, Llc.
Zega Financial, Llc's industry is
Investment Management
Zega Financial, Llc's top competitors are
Toroso Investments,
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Buy And Hedge Llc.
Zega Financial, Llc's categories are Investment Management
Zega Financial, Llc's founding year is 2011
