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

“We cannot direct the wind, but we can adjust the sails”

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.

When it comes to investing, each business cycle proceeds with stealth, moving from expansion to contraction seamlessly. Various economic activities of the cycle have their own momentum, and they have carried many investors along the changing tides from market euphoria to financial despair. Our proprietary Business Cycle Asset Managementis designed to capitalize on all stages of the economic cycle and successfully navigate the winds of change.

Here is a graphic illustration of the economic (a.k.a business) cycle:

Once your portfolio is implemented, we constantly examine the inner workings of the economy and the markets, monitoring the investments in your account to reduce potential risk. As market shifts occur, we proactively adjust your portfolio to monitor downside risk, always keeping a constant eye toward your long-term financial goals.

 

 

 

All investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results

"Greatness is not in where we stand, but in the direction we are moving. We must sail sometimes with the wind, and sometimes against it, but sail we must, and not drift nor lie at anchor."

~ Oliver Wendell Holmes

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.
read more >

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

   After a long period of respectable returns, many investors in equities during the fourth quarter of 2018 experienced losses. This fourth quarter was filled with a great deal of uncertainty, which is the equity markets...