800-966-3579

  • We form long-term client partnerships.
  • The success of our clientsis our #1 priority.
  • Our personal standards ofhonesty, integrity, and communityguide us in our constant pursuit of high-value client relationships. 
  • We believe who we areand the care we providedrive our relationships and our success. 
  • We make decisions based on the knowledge that every dollar is earnedand wealth is built over the long haul
  • We believe growth must be balanced with preservation of capitalthrough active, hands-on management.
  • We are committed to continuously and relentlessly enhancing our professional knowledge and abilities.

Company Info

Zephyr Investment Management

California Office:

3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362

Georgia Office:

42 Main St, Suite 2A
Senoia, GA 30276

P: 805-496-6810
F: 805-496-0630
E: info@zephyrim.com

Investment Updates

Planning Briefs

Zephyr’s Blog

It’s probably a fair assumption to say that most investors are happy 2022 is in the books.  After enjoying the longest bull market in history, from after the financial crisis in 2009 to the beginning of the COVID-19 pandemic, the...

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