805-496-6810

  • 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.

Company Info

Zephyr Investment Management, Inc.
3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362
P: 805-496-6810
F: 805-496-0630
E: cmunoz@zephyrim.com

Investment Updates

Planning Briefs

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 ne...

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