Zephyr

It's almost Thanksgiving! Looking for a recipe for success? Zephyr’s Presentation Center and Page Designer allow for customization, making presentations and proposals as easy to read as your favorite recipe. Find out more - http://spr.ly/60447mWs8 #HappyThanksgiving #InvestmentManagement

Navigate high-valuation markets with confidence 📈 In the latest episode of Zephyr’s Adjusted for Risk, Ryan Nauman talks with Meb Faber, co-founder and CIO of Cambria Investment Management, about what it really takes to diversify effectively in today’s stretched equity environment. Discover why breaking home-country bias, rethinking market-cap weighting, and incorporating global equities, real assets, and equal-weight strategies can help investors manage risk in a concentrated market. 👉 Listen here: http://spr.ly/60467mmQE #Zephyr #AdjustedForRisk #Investing #Diversification #WealthManagement

How can Zephyr make your life easier? Our recent client satisfaction survey showed that Zephyr’s multi award-winning software has been a game-changer for many of our clients. Why? Because Zephyr transforms complex financial concepts into crystal-clear, easy-to-understand documents. The Bottom Line: When you’re more efficient, you provide better service, clearer insights, and additional opportunities to grow AUM and your business. Make time for what matters and let Zephyr take care of the rest! Schedule a demo today - http://spr.ly/604379n1R

Now is the perfect time to give thanks to the investments, sectors and asset classes that have provided investors with plentiful returns during the first ten months of 2025. What investments are you grateful for? #assetmanagement #wealthmanagement #technology #SaaS

Navigate M&A with confidence 🤝 In the latest episode of Zephyr’s Adjusted for Risk, Ryan Nauman talks with Mark McCarron, CFA of Wescott Financial Advisory about what truly drives successful wealth-management mergers: aligning investment philosophies. Discover why cultural fit, communication, and a thoughtful integration of active vs. passive strategies are essential for delivering a consistent, trusted client experience during M&A. Learn how firms can blend philosophies to strengthen their platform and enhance long-term growth. 👉 Listen here: http://spr.ly/60417eXvh #Zephyr #AdjustedForRisk #WealthManagement #MergersAndAcquisitions

Boost your portfolio with liquid alternatives ⚡ In the latest episode of Zephyr’s Adjusted for Risk, Ryan Nauman chats with Paisley Nardini, CFA, CAIA of Simplify Asset Management about using managed futures, commodities, and active strategies to navigate today’s evolving markets. Discover how liquid alternatives can add diversification, resilience, and smarter risk management 👉 http://spr.ly/60407eXM6 #Zephyr #AdjustedForRisk

Unlocking the potential of private credit 💼 In this episode of Zephyr’s Adjusted for Risk podcast, Ryan Nauman sits down with Robert Stark, CEO of Nomura Capital Management, to explore the growing role of private credit in today’s investment portfolios. Listen in to discover how private credit can enhance income, offer risk-adjusted returns, and reshape portfolio construction 👉 http://spr.ly/60437enhT #Zephyr #AdjustedForRisk

Living longer means planning smarter 🧠 In this episode of Zephyr’s Adjusted for Risk, Ryan Nauman is joined by Salvatore M. Capizzi, CEPA, Executive Vice President at DUNHAM & ASSOCIATES INVESTMENT COUNSEL INC, to explore how longevity is reshaping retirement planning — from portfolio design and withdrawal strategies to managing healthcare and longevity risk. Tune in to discover how advisors can help clients thrive, not just survive, in retirement - http://spr.ly/60497PdMt #Zephyr #AdjustedForRisk

🎙️ New Episode Alert: Inside SMAs Podcast This month, Ryan Nauman sat down with Sandra Martin, Managing Director at Martin Investment Management, for an in-depth look at the firm’s journey and investment philosophy. Tune in to hear about: 💡 The power of long-term, quality-focused investing 🌍 The firm's international investment approach and growth strategies ⚙️ How technology is shaping modern portfolio management 💼 The unique advantages of SMAs Don’t miss this insightful conversation with one of the industry’s leading voices. 🎧 Listen now: http://spr.ly/60487VIXC #InsideSMAs #InvestmentPodcast #Zephyr

Exploring new frontiers in investing 💡 In this episode of Zephyr’s Adjusted for Risk, Ryan Nauman sits down with Jennifer Grancio, Global Head of Distribution at TCW, to discuss the expanding role of alternative investments in today’s portfolios — and what this means for advisors navigating evolving client needs and market dynamics. Listen in to uncover insights on portfolio diversification, access vehicles, and how alternatives are reshaping modern wealth management 👉 http://spr.ly/60447Peuj #Zephyr #AdjustedForRisk