Working Together

When you work with Zephyr, you are a name, a face, and a friend—not an account number. Whatever your financial needs may be, we are here to answer your questions, guide your decisions, and serve as your financial partners to support your financial journey.

When sailing any ship, teamwork is a key component of success. At Zephyr Investment Management, our team works with you from our very first meeting, facilitating a two-way path of communication that ensures we have the information we need to guide you forward, and you have the information you need to make smart, sound decisions. At times, our team will extend beyond our office to include other established financial professionals—including CPAs, attorneys, estate planners, and insurance specialists—answering questions, providing information, and coordinating work when needed. Our goal is to work as an effective, cohesive team to help achieve your financial goals so you can take a “financial vacation” as we keep a constant eye on your finances and your future.

Throughout our working relationship—which may span decades—we consistently communicate our view of the markets, our current portfolio strategies, and any other information that may impact your decisions moving forward. While more frequent communication may be necessary in extreme market conditions, we typically provide:

An easy-to-understand monthly statement that clearly illustrates how your money is invested and the current market value of your account.A quarterly report that benchmarks the value of your portfolio over time so you can see your progress.Periodic one-on-one meetings to measure the progress toward your goals (either in person or by conference call).Online access to your current account status, giving you the freedom to view your accounts around the clock at your convenience.All appropriate tax worksheets to aid in the preparation of your tax returns.

To learn more about how we work with our clients, download our Client Step Sheets.