Leveling the Playing Field for Innovative Investments
We want your money to work smarter, not harder. That’s why we’ve created strategies to diversify your holdings and open the door for supplemental income. We strive to make all of our products effective and desirable investment solutions by seeking more exposure to growth with less invitation of risk. That’s why we’re proud to offer an array of strategies to complement your diverse portfolio.
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Buying and hedging is our bread and butter. That’s because we know a good defense can be the best offense, and we’ve created a savvy approach to protecting your future. The goal of hedged equity allocations with options is to help you can stay protected from market downturns without missing out on the market growth opportunities you desire.
ZEGA’s innovative Buffer Index Growth is a protected strategy built with the goal of safeguarding your investments from sudden market downturns. With a focus on investors with moderate or aggressive risk tolerances, ZBIG is designed to either supplement or replace a large portion of your diversified portfolio.
ZEGA takes a traditional investment idea, owning dividend paying stocks, and attempts to double down with covered calls. The multi-stage filtering process builds a portfolio of stocks that attempt to pay over 4% annually in dividends.
ZEGA’s concentrated position hedging program reviews each individual position’s optionality and cost of hedging to determine the most beneficial way to build floors in clients’ wealth. We utilize individual stock options and/or index options to create protective hedges for your clients.
ZEGA Dividend Max strategy aims to maximize high current monthly income by holding high dividend yielding ETFs that primarily institute covered call strategies or other option tactics.
ZEGA Four Seasons strategy is a quantitative dynamic model that looks to identify both the direction of the broad market and the potential range of price movements.
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