805-496-6810

  • 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, Inc.
3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362
P: 805-496-6810
F: 805-496-0630
E: cmunoz@zephyrim.com

Investment Updates

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Zephyr’s Blog

Market volatility is a part of the investment experience and seasoned investors understand that acting emotionally can be more harmful than helpful. It is always appropriate to understand and prepare for market volatility and dow...

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