Achieve Client Goals and Reduce Volatility
When it comes to your long-term growth, playing defense doesn’t mean you can’t score. ZEGA’s own Buy and Hedge strategy reduces the risk of loss without minimizing returns. That’s because hedging allows for the best of both worlds – a limitation on stock market risk and a healthy return rate you’ve come to expect of your core holdings during up years.
Protect Your Prime Earning Years
Investors at any age can benefit from the Buy and Hedge approach, but ZEGA knows this strategy is most beneficial to those entering into their retirement years. With less earning years ahead of them, these established investors are most prone to the devastation of a market downturn. By creating a comfortable cushion for your investments, we’re making sure your golden years stay golden.
Buy & Hedge Options
Whether you’re establishing yourself as a serious investor at 35 or looking to preserve your peace of mind at 50, we’ve got buy and hedge options to fit your style and risk profile. Choose from our retirement or classic options to find the best choice for you and your investments.
Learn More About Our Different Buy & Hedge Strategies
Just like it sounds, this buy and hedge retirement plan is built with the old pro in mind. This plan provides the broad market exposure you desire in your diverse portfolio, but it reduces the downside risk of an eventual market downturn. This is done by limiting the amount of actual capital invested in any a stock market position by swapping out stock risk for moderated fixed income risk in downturns.
For the savvy investor looking to protect their portfolio, our classic option is tailored toward those with a moderate risk profile. While this option may not provide the most protection against a downturn in the market, it does work to keep the hedging cost to a minimum.