Join Zephyr
Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748

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Join Zephyr

If you are a current advisor and would like to explore new ways in which to gain Independence, grow your practice, or maintain your practice with high quality and competitive support and resources, we invite you to consider joining Zephyr Investment Management. Our combination of contract, investment management, product offering, support, and commitment to career advisors creates one of the most lucrative packages available today.

At Zephyr Investment Management, our Financial Advisors truly enjoy the best of both worlds. They enjoy the benefits of partnering with an independent, fee-based Registered Investment Advisory (RIA) firm to remove the constraints and conflicts of interest which you may have at your current firm, while enjoying the support, back-office assistance, technology, and business building resources typically offered by large financial institutions.

When you partner with Zephyr Investment Management, you’ll be able to leverage our deep-rooted experience and expertise in investment management to your advantage, while at the same time enjoying reasonable investment management costs rather than the sometimes exorbitantly high costs many third-party money managers charge. You can better focus on what you do best: building and maintaining client relationships!

We offer a unique blend of a small, supportive office with the resources of a large broker/dealer, FSC Securities Corp. As part of this large network that has been in place for generations, you can more easily provide your clients with the personalized attention they want and deserve. FSC Securities offers cutting-edge technology, marketing, compensation packages, benefits, and advisor support services.

Please contact Cher Munoz for a confidential conversation: This email address is being protected from spambots. You need JavaScript enabled to view it. or 800-966-3579.

Financial Planning

Our goal is to create an inspiring financial strategy for you—one that gets you excited about your future. To accomplish this, our personalized Values-Based Financial Planning® services take a holistic wealth advisory approach. These services are based on the premise.
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Investment Management

At Zephyr Investment Management, we believe that a focus on managing downside risks is essential to your long-term financial security. We believe the upside will take care of itself and the real value of investment management is generated by limiting the downside.
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Retirement Services

We see financial planning and investment planning as the key components to a secure retirement. Building on our work in these areas, we work with you to define a solid vision of what your retirement looks like to you. While this vision may evolve over time.
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Zephyr’s Blog

Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will remain n...