Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748
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Welcome to Zephyr Investment Management

Navigating Your Financial Future
Based in Westlake Village, California, Zephyr Investment Management is an independent, fee-based Registered Investment Advisor (RIA). We provide trusted investment management and financial planning services designed to help our clients achieve a constant, steady path toward greater financial security.

At Zephyr Investment Management, we always put our clients' interests first. We demonstrate our respect for each individual, our passion for investing, and our dedication to service and performance in every action we take and every decision we make. Serving as your personal financial compass, we work with you side by side to analyze your situation, set a course for your future, and navigate all types of weather along the way—from the calmest waters to the roughest seas. Our investment strategy is designed to actively harness the winds of changing market and economic conditions, and our services—including investment management, values-based financial planning, retirement planning, and planning for women—are constructed to help guide decisions that lead to financial smooth sailing.

In addition, we offer full service retirement plan advisory services for companies and organizations offering 401(k) and 403(b) plans. We’ll help you navigate through complex fiduciary responsibilities and guide your plan participants in making wise decisions regarding their financial future. We are passionate about helping people make sense of their retirement plan and will provide the support and resources to do so.

Contact us today at 805-496-6810 to learn how we can help you set your course toward an optimal financial future—no matter the weather.

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We Cannot Direct the Wind, But We Can Adjust the Sails

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...