Zephyr Investment Management
Financial Services, 3625 E Thousand Oaks BLVD, Westlake Village, California, 91362, United States, 1-10 Employees
Phone Number: +18*********
Who is ZEPHYR INVESTMENT MANAGEMENT
At Zephyr, we do our best work with individuals and families, women, successful business owners and professionals who need help with financial planning and who have a desire to be activel...
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Headquarters: 3625 E Thousand Oaks BLVD, Westlake Village, California, 91362, United States
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Date Founded: 1997
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523920 |
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Frequently Asked Questions Regarding Zephyr Investment Management
Answer: Zephyr Investment Management's headquarters are located at 3625 E Thousand Oaks BLVD, Westlake Village, California, 91362, United States
Answer: Zephyr Investment Management's phone number is +18*********
Answer: Zephyr Investment Management's official website is https://zephyrim.com
Answer: Zephyr Investment Management's revenue is Under $1 Million
Answer: Zephyr Investment Management's SIC: 6282
Answer: Zephyr Investment Management's NAICS: 523920
Answer: Zephyr Investment Management has 1-10 employees
Answer: Zephyr Investment Management is in Financial Services
Answer: Zephyr Investment Management contact info: Phone number: +18********* Website: https://zephyrim.com
Answer: At Zephyr, we do our best work with individuals and families, women, successful business owners and professionals who need help with financial planning and 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. As we partner with our clients to be a "champion of their prosperity" we can see the progress they are making living the lives they want for the reasons that are important to them to live on purpose. As Financial Advisors, we create inspiring financial strategies for our clients to help them live a purposeful life. We get great joy at seeing clients realize their goals and dreams. As an independent Registered Investment Advisor, we act as a fiduciary which means always putting our clients best interest first. Our strength is helping individuals and businesses grow their wealth by investing in the stock and bond markets while at the same time having a fighting chance of avoiding wealth decimating declines. After all, thats really what most people want. We all know we need to save, invest, and grow our wealth in order to live the life we want. At the same time, no one is comfortable watching their hard earned money drop like a tank during difficult/bear markets. Isnt there a way we can invest in the stock and bond markets and significantly reduce the chances of a large loss? Yes there is. It requires discipline and a skillful application of risk management. We apply those principles to our proprietary Business Cycle Asset Management strategy in order to help you navigate your financial future. Securities and Advisory Services offered through FSC Securities Corporation, Member FINRA/SIPC. Additional advisory services offered through Zephyr Investment Management, a registered investment advisor not affiliated with FSC Securities Corporation.
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