Money manager
ZEGA Investments
Options-based strategies for managing risk and reward
Founded in 2011, ZEGA uses defined options tactics to take profit and protect against volatility — progressive strategy, old-school discipline.
About the firm
About ZEGA
ZEGA Investments was founded in 2011 by a team with 75+ years of combined investment-management experience.
The firm's philosophy: "Risk is what you take on; return is what you plan for." Conservative market positioning with a defined ethical code.
Founded
2011
Team experience
75+ years combined
Core tooling
Options for income, hedging, volatility
Strategy
How the firm invests
- Options-based tactics used to generate income, hedge downside, and manage volatility exposure.
- Disciplined, rules-based implementation.
- Differs from most managers on the WWA platform — the primary tool is derivatives, not single-security or fund selection.
Role in portfolio
How ZEGA fits a WWA portfolio
ZEGA functions as a volatility / hedged-equity overlay. It can sit alongside a conventional equity sleeve (e.g., Brookmont dividend equity) to soften drawdowns and improve risk-adjusted returns, or stand alone as a defined-outcome allocation for clients who want equity-like returns with a collar on downside.
Suitability
Who it's for
Not every manager fits every client. Here's when Wealth Watch Advisors leans in — and when a different sleeve is a better answer.
Good fit for
- Clients who understand (and accept) options-based mechanics
- Pre-retirees who want equity exposure with tighter downside
Less suitable for
- Clients who need strategy simplicity
- Clients who cannot tolerate periods of underperformance vs. a long-only benchmark
Resources
Documents and partner links
Talk to a WWA advisor about ZEGA.
We’ll walk through whether ZEGA fits your situation — and, if not, which manager on the platform would.