facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Products

Overview

Leveling the Playing Field for Innovative Investments

We want your money to work smarter, not harder. That’s why we’ve created strategies to diversify your holdings and open the door for supplemental income. More exposure to growth with less invitation of risk is what makes all of our products effective and desirable investment solutions. That’s why we’re proud to offer an array of strategies to complement your diverse portfolio.

Hear more about ZEGA's Products:


Hear more about HiPOS:







HiPOS, High Probability Options Strategy, ZEGA Financial

Our high probability options strategy is designed to work the stock market’s volatility to your advantage. use this strategy to incur additional income without additional exposure to rising interest rates. the best part? you choose the risk profile that makes you comfortable and confident in your decisions.

Learn more about HiPOS



Buy & Hedge Investments, ZEGA Financial


Buying and hedging is our bread and butter. That’s because we know a good defense can be the best offense, and we’ve created a savvy approach to protecting your future. Hedged equity allocations with options means you can stay protected from market downturns without missing out on the market growth opportunities you desire.

Learn more about Buy & Hedge


ZBIG buffer index growth, ZEGA Financial


ZEGA’s innovative Buffer Index Growth is a protected strategy built to safeguard your investments from sudden market downturns. Ideal for investors with moderate or aggressive risk tolerances, ZBIG is designed to either supplement or replace a large portion of your diversified portfolio.

Learn more about ZBIG


Dual Direction Investing, ZEGA Financial

ZEGA takes a traditional investment idea, owning dividend paying stocks, and attempts to double down with covered calls. The multi-stage filtering process builds a portfolio of stocks paying over 4% annually in dividends.

Learn more about Dividend Plus


ZEGA’s concentrated position hedging program reviews each individual position’s optionality and cost of hedging to determine the most beneficial way to build floors in clients’ wealth. We utilize individual stock options and/or index options to create protective hedges for your clients.

Learn more aboUT Single Stock Hedging 


View our Monthly Performance Report

Download

View our Year-end Performance Reports

2023 Download

2022 Download

2021 Download

2020 Download