Advisor Support

Our connections are always expanding

We provide our Advisors with many avenues of support to help them communicate our strategies to their clients and grow their business:

  • Full time staff dedicated to Advisor and client support

  • Seminars, Client events, Webinars

  • Update our blog weekly – including strategy commentary

  • Monthly market updates, Presentations, Tear sheets

  • Educational materials

  • Our Book

All Inclusive RIA Infrastructure and Support 

Interested in going independent or switching to a different advisory firm?

ZEGA’s also works very closely with a firm that offers independent financial professionals a suite of risk-management investment solutions with an all inclusive infrastructure and support to help you start, build, and grow your business. If this is something of interest to you, ZEGA will handle the introduction.

Current Product Availability

Our SMA strategies are offered through the following custodians:

  • Charles Schwab
  • Fidelity Investments
  • Interactive Brokers
  • TD Ameritrade
  • Scottrade

CONTACT US

777 South Flagler Drive Suite 800 West Tower, West Palm Beach, FL 33401 Service@ZEGAFinancial.com

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Give us a call today!

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  Disclosures  |  Copyright 2016 ZEGA Financial. All rights reserved.

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