Our Services


At Zephyr Investment Management, it is our goal to apply our brand of steadfast diligence to help every client achieve their financial goals and navigate the winds of change to their advantage.    

Our service philosophy is driven by two guiding principles:  first, that you have the right to expect our best and second, that from the very outset, we will strive to help you realize your financial goals through disciplined, active and attentive portfolio management.
 

"We do our best work with individuals, families, and successful business owners and professionals who have a desire to be actively engaged in a lasting relationship based upon the design and implementation of investment strategies crafted to enhance their overall life."  

Marsha Roubidoux, President
Chief Investment Strategist

 

   

            

                                                                        

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