Advisor SupportOur 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
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