Our Firm

~ Oliver Wendell Holmes

 

Welcome to Zephyr Investment Management, where a passion for investing, respect for the client and dedication to performance remains constant. Zephyr represents the calming gentle breeze of the West Wind, and Zephyr Investment Management is here to serve as your personal reference point; helping you analyze your situation, adapt to changing conditions, and achieve your personal goals and objectives ~ while bringing assurance and confidence to your journey.

 

Our name reflects not only our professional style, but very directly our investment strategy.  It is the concept of harnessing the winds of changing market and economic conditions and using it to our advantage. Our name is our own unique interpretation of how we do so to add value to you in our investment relationship.

 

Our strategy is based upon the principle that it is better to adapt to and capitalize on changing conditions than drift in the tide of a rigid and restrictive buy-and-hold position. Our proprietary Business Cycle Asset Management process is designed to take the emotion out of investing and navigate the winds of change. It is our goal to apply our brand of steadfast diligence to help you achieve your financial goals, help you reduce stress when markets swing, enjoy your life more, and stay focused on the long-term.

 

Zephyr Investment Management is an independent, fee-based financial services firm.  We do our best work with individuals and families, 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. Wise investing is hard work – it requires a systematic, disciplined approach, vigilant monitoring, and active management. We welcome the opportunity to help you in your financial journey.

"We cannot direct the wind, but we can adjust the sails."