Testimonials

Zephyr is fortunate to serve approximately 1,000 clients globally. Among these are numerous leading plan sponsors, money managers, investment consultants, financial advisors, banks, broker-dealers, insurance companies and more. Below is a representative client list.
  • Boeing Retirement Plans Investment Team
  • Brendon Schmitt, Manager of Operations, Forward Management
  • Dana Elston, First Vice President - Investments, Wells Fargo Advisors, LLC (Rochester, NY)
  • Mathew Britt, Investment Analyst, Rehmann Financial