ZEGA Financial was founded in 2011 with the philosophy that they see a different way to invest. Understanding risk and reward is their passion. They like to say that risk is what you take on; return is what you plan for. They use complex tactics to take profit, and protect from volatility, in the marketplace. They like the options calculus, but they understand the fundamentals.
IMPORTANT NOTE: performance data shown in this manager's fact sheets do not include HWM management fees. For more information on HWM advisory fees for Managed Strategies programs, please refer to the WIA ADV Part 2A.
ZEGA HiPOS Conservative
ZEGA’s High Probability Options Strategy (HiPOS) Conservative is an alternative investment strategy that 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.
ZEGA Buffered index Growth (ZBIG) - Leveraged
ZBIG Leveraged is a complement or replacement for large-cap equity allocations. It aims to provide upside market exposure greater than the S&P 500 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 high yield 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 exits, if needed.
ZEGA Buffered Index Growth (ZBIG) - Standard
ZBIG Standard also employs a buffered zone of protection, while seeking to provide upside market exposure at levels comparable to the S&P 500. It is designed for a fixed holding period of 18 to 36 months, but positions are liquid and permit early exits, if needed.
ZEGA Buffered Index Growth (ZBIG) - IRA
ZBIG IRA also employs a buffered zone of protection, while seeking to participate in 70-80% of the growth of the S&P 500. It is designed for a fixed holding period of 18 to 36 months, but positions are liquid and permit early exits, if needed. This strategy typically has lower volatility than the underlying index and can help you reduce the risk in your porfolio by substituting this strategy for the underlying index. It is designed for use in an IRA account, but can also be used by investors looking for reduced volatility.
View our ZBIG webinar
Jay Pestrichelli, Co-Founder of ZEGA Financial, LLC, joins Henry Rohlfs of Halbert Wealth Management to discuss the ZEGA Buffered Index Growth Strategy (ZBIG).