Zephyr Wealth

Zephyr Wealth Advisory encompasses Zephyr Wealth (ZW) and Zephyr Management – Treasury Services (ZT). Zephyr Wealth is a global wealth management service focused on building portfolios for investors to help them achieve their financial goals. ZW offers investment solutions across all major asset classes including global equity, fixed income, and alternatives to develop strategies tailored to preserve and grow their purchasing power. Zephyr Management – Treasury Services is focused on treasury management solutions and other specialized strategies to help businesses manage their financial needs.

Zephyr Wealth Strategies

ZW’s menu of core strategies prioritizes global diversification and blends all major asset classes for objectives ranging from capital preservation to high growth. ZW also creates satellite strategies that complement core funds in areas such as real estate, private equity, venture capital, gold, and thematic growth strategies.

With these strategies, investors are able to build diversified global portfolios that can help them achieve a variety of financial goals such as education, retirement and protection of their purchasing power.

Zephyr Management - Treasury Solutions

 

Zephyr Management’s tailored treasury solutions are designed to assist companies looking to manage their cash reserves while seeking opportunities to earn competitive yields. With flexible liquidity, integration with existing financial systems, and additional transparency through real-time account access, Zephyr Management’s client-centric approach strives to ensure compliance and peace of mind alongside personalized investment management.

To inquire, please reach out directly to ab@zmlp.com or fill out the interest form above and we’ll be in touch!

Zephyr Wealth Megatrends Strategy: Investing in our Digitized Future

Megatrends are driven by structural shifts in the global economy enabled by technology. In this paper we cover how technological change is increasingly driving growth for businesses. Successful companies will need to find ways to scale in transformational growth trends, or “Megatrends,” changing the way we live and work.

Investors should construct portfolios around businesses participating in these Megatrends to benefit from future growth. To learn more about the companies that will drive innovation in the next decade, view Zephyr Wealth’s latest paper on Megatrends.

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Our Team

Anisha Bhardwaj

Operations and Research Manager

Mukul Gulati

President & CIO

Stephen E. Canter

Managing Director

Thomas C. Barry

Chairman

Tim Horsburgh

Portfolio Manager and Director of Research

Tina Keriazes

Head of Client Services

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