Through customized Separately Managed Accounts (SMAs) and institutional-style options overlays, we can design tailored portfolios that actively address your specific tax situations and risk tolerances. Our focus is always on your individual needs. Our absolute-return, risk-aware philosophy emphasizes managing downside risk and smoothing volatility while expanding your return opportunities. Please keep in mind that all investments involve risk, and returns are never guaranteed.
Explore our options strategies:
MRP Growth
MRP Strategy (MRP Growth) attempts to capture market gains through synthetic long exposure using exchange traded fund (ETF) or index options on the S&P 500 Index.
ZEGA ZBIG Standard
Provides a targeted payout in 18-36 months, as the portfolio exclusively utilizes products with a maturity date. Relies on the principal return from a diversified high yield fixed income portfolio to deliver its target payout, which means that the debt markets must be functioning normally and without high default levels at maturity.
ZEGA ZBIG Leveraged
Provides a targeted payout in 18-36 months, as the portfolio exclusively utilizes products with a maturity date. Accounts own securities that are historically very liquid meaning, unlike structured notes, the client can exit the strategy prior to maturity at a fair price. However, early exit payouts may not match the targeted returns. This strategy is not principal protected and you could receive significantly less that the initial amount you invest.
ZEGA Four Seasons Moderate Aggressive
The 4 Seasons-Moderate-Aggressive Model is a tactical model that takes positions in S&P 500 based ETFs as well as Short-Term US Treasury ETFs to capture market movement for moderate-aggressive risk profile investors. The quantitative predicative model that aims to project the direction and volatility of the stock market, the strategy identifies both bullish/bearish bias. The methodology projects high/low magnitude moves as well as market directions over the next one to sixty days. Utilizing the protective, speculative, and leveraged nature of equity options, the data tells a story of expected volatility and market direction.
ZEGA ZSTK Stacked Hedged Equity
The ZEGA Stacked Hedged Equity | Hedged Gold | Intermediate 5-Year Treasuries strategy is designed to offer multiple asset classes ‘stacked’ on top of one another allowing for efficient use of capital. Portfolios are built using synthetic options positions to replicate long ownership where Equities and Gold positions are set with an initial downside hedge aiming to put a floor within the allocation to those asset classes. ZEGA Investments designed the strategy utilizing historically lower correlated assets and built upon that correlation matrix by further hedging the most volatile asset classes, creating the opportunity to produce outsized results due to the inherent hedged leverage with potential volatility smoothing. The products are deployed in a SMA format and utilize ETFs and Options. It is a hedged stacked strategy.