Zephyr Investment Management
Financial Services - , California, United States
Zephyr Investment Management Employees
Zephyr Investment Management Details
At Zephyr, we do our best work with individuals and families, women, successful business owners and professionals who need help with financial planning and who have a desire to be actively engaged in a lasting relationship based upon the design and implementation of investment strategies crafted to enhance their overall life.As we partner with our clients to be a "champion of their prosperity" we can see the progress they are making living the lives they want for the reasons that are important to them – to "live on purpose". As Financial Advisors, we create inspiring financial strategies for our clients to help them live a purposeful life. We get great joy at seeing clients realize their goals and dreams. As an independent Registered Investment Advisor, we act as a fiduciary which means always putting our clients' best interest first. Our strength is helping individuals and businesses grow their wealth by investing in the stock and bond markets while at the same time having a fighting chance of avoiding wealth decimating declines. After all, that's really what most people want. We all know we need to save, invest, and grow our wealth in order to live the life we want. At the same time, no one is comfortable watching their hard earned money drop like a tank during difficult/bear markets. Isn't there a way we can invest in the stock and bond markets and significantly reduce the chances of a large loss? Yes – there is. It requires discipline and a skillful application of risk management. We apply those principles to our proprietary Business Cycle Asset Management strategy in order to help you navigate your financial future.Securities and Advisory Services offered through FSC Securities Corporation, Member FINRA/SIPC. Additional advisory services offered through Zephyr Investment Management, a registered investment advisor not affiliated with FSC Securities Corporation.
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