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Welcome to ZEGA Financial

Welcome to ZEGA financial, a registered investment advisor that offers professional investment management services. Our investment style is focused on delivering superior risk weighted returns through the use of hedging and diversification. We use a long term investment horizon and follow the strictest of ethical codes to act only in the best interest of our clients.

Investment Strategy: As authors of the book Buy and Hedge: The Five Iron Rules for Investing over the Long-Term we the method we developed over our years of investing. See our video below for a high level description.

Markets are volatile – possibly the most in your lifetime! ZEGA Financial will systematically utilize hedging methodologies to manage risk predominantly through the use of index ETF’s and protective options.

A hedged portfolio matched to risk tolerance is intended to deliver impressive performance. At the same time, we want you to have peace of mind, so you'll sleep better at night knowing your investments are protected.  

ZEGA Financial abides by the Five Iron Rules that define our methodology and removes emotional decision making from the process.

By diversifying through low cost Exchange Traded Funds (ETFs) and using Protective Options, we reduce portfolio volatility performance and deliver higher long-term returns.