Navigating Your Financial Future
Based in Westlake Village, California, Zephyr Investment Management is an independent, fee-based Registered Investment Advisor (RIA). We provide trusted investment management and financial planning services designed to help our clients achieve a constant, steady path toward greater financial security.
At Zephyr Investment Management, we always put our clients' interests first. We demonstrate our respect for each individual, our passion for investing, and our dedication to service and performance in every action we take and every decision we make. Serving as your personal financial compass, we work with you side by side to analyze your situation, set a course for your future, and navigate all types of weather along the way—from the calmest waters to the roughest seas. Our investment strategy is designed to actively harness the winds of changing market and economic conditions, and our services—including investment management, values-based financial planning, retirement planning, and planning for women—are constructed to help guide decisions that lead to financial smooth sailing.
In addition, we offer full service retirement plan advisory services for companies and organizations offering 401(k) and 403(b) plans. We’ll help you navigate through complex fiduciary responsibilities and guide your plan participants in making wise decisions regarding their financial future. We are passionate about helping people make sense of their retirement plan and will provide the support and resources to do so.
Contact us today at 805-496-6810 to learn how we can help you set your course toward an optimal financial future—no matter the weather.
Check the background of this firm and investment professional on FINRA's BrokerCheck
Are The Five Stocks Driving The Market’s Great Returns Overvalued?
Zephyr Investment Management, Inc.
3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362
Despite the Delta variant, inflation fears, and supply chain disruptions, and uncertainty in Washington on spending and tax policies, the economic recovery from the pandemic meltdown remains intact.