Be Your Own Safety Net
ZBIG stands for ZEGA Buffered Index Growth, which is ZEGA’s own Hedged equity program designed to be the safety net for your investments. Acting with a buffer zone, ZBIG allows you to gain from the market upside while protecting against downward changes over a multi-year period.
ZEGA’s innovative Buffer Index Growth is a protected strategy built to safeguard your investments from 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.
How Does ZBIG Work for You?
ZBIG works to protect your important assets – in a BIG way. This option is designed to either complement or replace stock allocations, which often make up a large chunk of your well-diversified portfolio. A buffer zone is created by switching out more volatile stock risks with a short duration fixed income risk that stays comfortably within the buffered zone.
By incorporating ZBIG into your overall investment strategy, you’re providing peace of mind during tumultuous turns in the market.
Access Your Assets at Any Time
Not only does ZBIG provide 100 percent transparency when it comes to your investments, but it also ensures you have access to your assets at any time. Because there is no mandatory hold period, you can liquidate your assets with no redemption penalties.
Who Benefits from ZBIG?
This strategy is for investors with moderate to aggressive risk tolerance. ZBIG is designed to either supplement or replace your large-cap equity allocations. We offer three different options – leveraged, standard, and IRA. Each one is built with a different type of client in mind, creating an inclusive and specialized product for your account type.