Progressive, forward thinking investment solutions
ZEGA Financial was founded in 2011 with the philosophy that we see a different way to invest. Understanding risk and reward is our passion. We like to say that risk is what you take on; return is what you plan for. We use complex tactics to take profit, and protect from volatility, in the marketplace. Yes, we like the options calculus, but we understand the fundamentals.
We are conservative in our market positioning and follow the strictest of ethical codes to act only in the best interest of our clients. At the end of the day we consider ourselves progressive in our strategy but old school with our discipline.
With over 75 years of investment management experience, our goal is to make a positive difference for the investors who utilize our strategies.
ZEGA Financial has been featured on CNBC, Fox Business, Nasdaq, and more.