Company profile
ZEGA Financial, LLC
Progressive solutions for disciplined investors
- Industry
- Investment Management
- Employees
- 4
- Headquarters
- West Palm Beach, Florida
- Founded
- 2011
- LinkedIn followers
- 532
- Office locations
- 1
ZEGA Financial, LLC company summary
ZEGA Financial, LLC is a company in the Investment Management industry, headquartered in West Palm Beach, Florida, founded in 2011. On LinkedIn the company has around 4 employees and 532 followers. Its listed specialties include Options trading, Volatility, Alternative Income, Risk-Adjusted Returns, Portfolio hedging.
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About ZEGA Financial, LLC
ZEGA Financial levels the playing field for alternative investments. We turn strategies once available only to institutional investors into accessible, practical option strategies for advisors’ retail clients. Accessible means we back each product with the education and support that empower advisors and make clients comfortable. Practical means our strategies complement the client portfolio already in place. It’s a combination that can strengthen an advisor’s current client relationships while opening new doors. Our strategies will help you stand out in the crowded RIA landscape. We honed this approach prior to founding ZEGA by revolutionizing retail investing with the online brokerage industry in the late 1990s and early 21st century. Today, as a sub-advisor, ZEGA’s expertise in option trading, volatility, and risk management has built over $350 million AUM in our product families, such as: • Buy and HedgeTM, which utilizes options to keep clients invested in equities while reducing risk and helping to lock in gains. • High Probability Option Strategy (HiPOS), which manages credit spreads to convert market volatility into portfolio income. This strategy can further diversify your client portfolio with its non-correlated returns. The client determines the risk level: Income, Moderate Growth, or Aggressive Growth. ZEGA Financial LLC is a registered investment advisor. Buy and Hedge is a registered trademark and the title of the principals’ best-selling book: “Buy and Hedge, the Five Iron Rules of Investing for Long Term.” Track our performance at http://www.zegafinancial.com/downloads.
Specialties
Where is ZEGA Financial, LLC located?
ZEGA Financial, LLC lists 1 location.
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Frequently asked questions about ZEGA Financial, LLC
What does ZEGA Financial, LLC do?
ZEGA Financial levels the playing field for alternative investments. We turn strategies once available only to institutional investors into accessible, practical option strategies for advisors’ retail clients. Accessible means we back each product with the education and support that empower advisors and make clients comfortable. Practical means our strategies complement the client portfolio already in place. It’s a combination that can strengthen an advisor’s current client relationships while opening new doors. Our strategies will help you stand out in the crowded RIA landscape. We honed this approach prior to founding ZEGA by revolutionizing retail investing with the online brokerage industry in the late 1990s and early 21st century. Today, as a sub-advisor, ZEGA’s expertise in option trading, volatility, and risk management has built over $350 million AUM in our product families, such as: • Buy and HedgeTM, which utilizes options to keep clients invested in equities while reducing risk and helping to lock in gains. • High Probability Option Strategy (HiPOS), which manages credit spreads to convert market volatility into portfolio income. This strategy can further diversify your client portfolio with its non-correlated returns. The client determines the risk level: Income, Moderate Growth, or Aggressive Growth. ZEGA Financial LLC is a registered investment advisor. Buy and Hedge is a registered trademark and the title of the principals’ best-selling book: “Buy and Hedge, the Five Iron Rules of Investing for Long Term.” Track our performance at http://www.zegafinancial.com/downloads.
How many employees does ZEGA Financial, LLC have?
ZEGA Financial, LLC has around 4 employees on LinkedIn.
Where is ZEGA Financial, LLC headquartered?
ZEGA Financial, LLC is headquartered in West Palm Beach, Florida.
When was ZEGA Financial, LLC founded?
ZEGA Financial, LLC was founded in 2011.
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