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

When you work with Zephyr, you are a name, a face, and a friend—not an account number. Whatever your financial needs may be, we are here to answer your questions, guide your decisions, and serve as your financial partners to support your financial journey.

When sailing any ship, teamwork is a key component of success. At Zephyr Investment Management, our team works with you from our very first meeting, facilitating a two-way path of communication that ensures we have the information we need to guide you forward, and you have the information you need to make smart, sound decisions. At times, our team will extend beyond our office to include other established financial professionals—including CPAs, attorneys, estate planners, and insurance specialists—answering questions, providing information, and coordinating work when needed. Our goal is to work as an effective, cohesive team to help achieve your financial goals so you can take a “financial vacation” as we keep a constant eye on your finances and your future.

Throughout our working relationship—which may span decades—we consistently communicate our view of the markets, our current portfolio strategies, and any other information that may impact your decisions moving forward. While more frequent communication may be necessary in extreme market conditions, we typically provide:

  • An easy-to-understand monthly statement that clearly illustrates how your money is invested and the current market value of your account.
  • A quarterly report that benchmarks the value of your portfolio over time so you can see your progress.
  • Periodic one-on-one meetings to measure the progress toward your goals (either in person or by conference call).
  • Online access to your current account status, giving you the freedom to view your accounts around the clock at your convenience.
  • All appropriate tax worksheets to aid in the preparation of your tax returns.

 

To learn more about how we work with our clients, download our Client Step Sheets.

  • We form long-term client partnerships.
  • The success of our clientsis our #1 priority.
  • Our personal standards ofhonesty, integrity, and communityguide us in our constant pursuit of high-value client relationships. 
  • We believe who we areand the care we providedrive our relationships and our success. 
  • We make decisions based on the knowledge that every dollar is earnedand wealth is built over the long haul
  • We believe growth must be balanced with preservation of capitalthrough active, hands-on management.
  • We are committed to continuously and relentlessly enhancing our professional knowledge and abilities.

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

   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...