Zephyr

Thank you to the FinTech Breakthrough for naming Zephyr the "Best Wealth Management Company for 2025." This honor is shared by everyone on our team. We work incredibly hard to ensure our clients stay competitive in all areas of their asset and wealth management business. #assetmanagement #wealthmanagement #portfolioanalytics #assetallocation #riskanalysis #customreports #growaum

Congrats, you’ve won a PSN Top Guns Award! Now what? Bringing awareness to your investment strategies is one of the most important aspects to building AUM. By contributing to the PSN database, you can get your strategies in front of thousands of potential clients and have the potential to win a PSN Top Guns award!? Find out more here: https://spr.ly/60400TLcn? Missed the latest PSN Top Guns list? You can check it out here: https://spr.ly/60440TLcw #Zephyr #PSNTopGuns #PSN #SMAs #investment

Advisors, the game has changed. Over the past 5-10 years, the industry has seen a massive shift toward fee transparency and the race to zero. Gone are the days when solid returns alone could justify high fees—today, clients demand clear disclosures and real value. ?? If you’re charging high fees without delivering returns, clients will move on. ?? To stay competitive, it’s about going beyond AUM fees—offering more value, deeper relationships, and holistic advice. Learn more about how Zephyr's innovative tools optimize portfolios, ensure compliance, and foster deeper client relationships: https://bit.ly/41qErhZ #AtoZephyr #Zephyr #FinancialAdvisors #WealthManagement #FeeTransparency

?? Upcoming Training Alert! ?? Join us for an exclusive session on reporting modules and workflows! ?? Create customized client reports on-the-fly – get high-level or detailed performance and analytics data with ease. ?? Unlock powerful management reports – leverage our business intelligence tool to analyze performance across all accounts or specific subsets. ?? Drill down into detailed insights – filter by Class, Subclass, or benchmarks and create summary reports using Portfolio Manager or Branch codes. ?? Don’t miss this opportunity to master dynamic reporting and make data-driven decisions with confidence! ?? Register now! >> https://spr.ly/60440Tve0 #Training #BusinessIntelligence #DataAnalytics #ClientReporting #Zephyr #reporting #wealthmanagement #data

Investing in professional sports through private equity?? Banríon Capital Management Inc.'s CEO, Shana Sissel, CAIA joins Ryan Nauman to explore the recent trends of private equity firms buying stakes in professional sports teams, the impact it has on retail investors and how it may may make investing in private equity more relatable! Watch the full episode to hear Shana's insights >> https://lnkd.in/eUeDBrhi #Zephyr #AdjustedforRisk

As part of International Women’s History Month, we’re zooming in on women in SMAs ???? Women will be the largest beneficiaries of the wealth transfer and control much of the $30 trillion in financial assets. So, do financial advisors need to take this demographic power shift seriously? Absolutely. Take a read as we deep dive into making the most of this opportunity >> https://spr.ly/60450TQQ1 #Zephyr #SMAs #WomenInSMAs

?? Navigating Volatile Markets with Managed Futures ???? In this episode of Zephyr's Adjusted for Risk, Mt. Lucas Management's COO, Senior Portfolio Manager & Managing Partner, Jerry Prior joins host Ryan Nauman to break down the power of managed futures in investment portfolios, including: ?? How futures markets differ from equities & fixed income ?? When managed futures thrive in different macro environments ?? Their impact on portfolio performance during market volatility Don’t miss out on Jerry’s expert insights! ???? >> https://spr.ly/60430Pxdb #Zephyr #AdjustedforRisk #Investing #ManagedFutures #MarketVolatility #FinanceTips

Do your clients have a portfolio that reflects their values? From risk-averse strategies to environmental focuses, this episode provides an overview of how Zephyr empowers financial advisors to develop personalized investment strategies tailored to each client's unique goals and needs. Tune in as Ryan Nauman is joined by Randy Jones and Chris Volpe to share their knowledge and expertise on this topic. ?? #AtoZephyr #Zephyr #PersonalizedFinance #WealthWisdom #InvestmentFocus

U.S. equities cap off a strong year with a solid fourth quarter ?? Despite facing challenges in December 2024, the S&P 500 posted a +2.41% return for the quarter. Growth sectors like consumer discretionary (+14.25%) and communication services (+8.87%) led the charge, with large-cap strategies outperforming small caps. For a comprehensive analysis of the PSN Top Guns Q4 2024, head to the Zephyr website and read more >> https://spr.ly/6042LFNIn #Zephyr #PSNTopGuns #PSN

Are you new to Zephyr or not yet started using Zephyr performance? Then this is the training session for you ???? Join us this Wednesday, March 12 to learn how to build performance dashboards to dive deeper into returns, allocations, benchmarks and risk analytics for client portfolios. We’ll also cover user preferences and where to find valuable resources ?? Register for this session now to avoid missing out: https://spr.ly/6042LFNds Interested in finding out more about our services? You can request a demo here >> https://spr.ly/6043LFNdt #Zephyr #allocations #risk