Gary D. Halbert, President; Halbert Wealth Management

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ZEGA Financial
ZEGA Buffered Index Growth (ZBIG)

ZEGA’s Buffered Index Growth Strategy (ZBIG) is a complement or replacement for large-cap equity allocations. It aims to provide upside market exposure when markets appreciate, while employing a buffered zone of protection designed to provide protection against losses. The strategy swaps out stock risk for short duration fixed income risk within the buffered zone. It is designed for a fixed holding period of 18 to 36 months, but positions are liquid and permit early payouts, if needed.
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ZEGA HiPOS Aggressive Growth

ZEGA’s High Probability Options Strategy (HiPOS) Aggressive Growth is an alternative investment strategy generates returns by selling options on major equity indexes in an attempt to take advantage of volatility in the markets. They use a very disciplined approach and only invest when targeted returns exceed calculated risk. The positions have expirations within 30 days and the strike price must be far enough out-of-the-money, thus the low probability that the option will be exercised. Read more >>

ZEGA HiPOS Moderate Growth

ZEGA’s High Probability Options Strategy (HiPOS) Moderate Growth is an alternative investment strategy generates returns by selling options (with approximately 50% of the account balance versus 100% for Aggressive Growth) on major equity indexes in an attempt to take advantage of volatility in the markets. They use a very disciplined approach and only invest when targeted returns exceed calculated risk. The positions have expirations within 30 days and the strike price must be far enough out-of-the-money, thus the low probability that the option will be exercised. Read more >>

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