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19 Total results for product and free and sample content found
Zephyr Portfolio Analytics
02 Aug 2020
Thrivent has been a client since 2020 and subscribes to the Zephyr platform. Matthew Mast, FIC, MBA is a Financial Professional for Thrivent and is responsible for due diligence on model portfolios, creating current versus proposed client portfolios to show clients where Thrivent can add value, and preparing materials for client meetings. Mr. Mast first experienced Zephyr at a previous firm. A Senior Advisor colleague used it extensively and, “loved it.” When Mr. Mast moved to take a leadership role at Thrivent, he knew Zephyr would be a valuable addition to support their in‐depth due diligence process and their communication with clients. “The functionality and presentation of Zephyr are fantastic. We like that you can create blends, measure them, and put together a very nice-looking, custom presentation that packages our thinking and really shows the value we bring our clients.” Read more...
Zephyr Portfolio Analytics
07 Jul 2020
Qualis Capital has been a client since 2020 and subscribes to the Zephyr platform. Robert Pereira is the Managing Director of Research for Qualis Capital and is responsible for researching alternatives for consideration in their platform, comparing alternatives to their peers, and comparing alternative performance for their clients. Qualis Capital needed a robust analytics and reporting platform to help power in‐depth research of their managers and produce sleek, yet informative client communications. “I have been using Zephyr close to 20 years,” said Mr. Pereira, “it is the easiest way to find and analyze returns.” Read more...
Zephyr Portfolio Analytics
23 Jun 2020
Charlesworth & Rugg has been a Zephyr client since 2016 and subscribes to the Zephyr platform. Cyrus Amini, Esq., CFA, Chief Investment Officer & Chief Compliance Officer, co‐manages the investment selection, research, and asset allocation decisions. As a midsize RIA, Charlesworth & Rugg leans heavily on their research and manager due diligence to make the most informed decisions. The ability to perform in depth research in‐house is critical. “Having a tool that allows me to look at the numbers in a one‐stop-shop way is invaluable,” Amini said. Read more...
PSN Separately Managed Accounts (SMA) Data, Z...
By Ryan Nauman 07 Jan 2020
2020 Investment Outlook - Markets Remain Resilient and Provide Opportunities 2020 is shaping up to be an eventful year. The headline event will be the presidential election, which is sure to be full of theatrics. Despite the phase one trade agreement, trade uncertainties will continue into 2020. The Federal Reserve will continue to provide headlines as well. Finally, unwrapping Brexit uncertainties will be an issue, while other geopolitical concerns will persist, particularly the protectionist policies. Much like the past few years, uncertainty regarding U.S. and Global fiscal policies will continue. The U.S. presidential election will headline 2020. However, the ongoing trade war, Brexit, Hong Kong protests, and Middle East tensions will continue to drive risk-on and risk-off trades during the year. Regardless, these uncertainties will provide opportunities for patient investors.
Topic Industry News US Presidential Election Manager Analysis
Zephyr Portfolio Analytics
14 Apr 2019
Cadence Bank is a leading regional bank serving Texas and the Southeast and backed by more than 120 years of tradition. The bank has built a loyal following among the region’s high net worth individuals by providing innovative, customer centric solutions that keep the pace with the busy and complex lives its clients lead. Adopting the mantra “Regional Means Personal,” Cadence is also hyper-focused on customer service, provided by top tier professionals who can assist clients with a full range of banking, financial management, investment and trust services, treasury management, and mortgage products. Read more...
Zephyr Portfolio Analytics
14 Apr 2019
MuniCrest Investment Management Company is an SEC-registered investment advisory and consulting firm specializing in the municipal bond market. The firm’s core investment style prioritizes superior long-term after-tax returns achieved through the prudent and active management of interest rate risk, yield curve risk, and credit risk in the context of each of its client’s goals and objectives. MuniCrest’s products have made Zephyr’s PSN Top Guns rankings every quarter since Q1 2010. PSN Top Guns are quarterly rankings of separate account performance and are based on data from the widely-used PSN database. MuniCrest was founded in 2000, with offices in Scituate and North Andover, Massachusetts, and is a majority owned subsidiary of Boston Hill Advisors. Read more...
Zephyr Portfolio Analytics
14 Apr 2019
How does a regional bank, headquartered in Sioux Falls, South Dakota, get on the same Top 10 National Banks list with the likes of banking giants Citi, Wells, and Chase? According to GoBankingRates.com, Great Western Bank can compete with the best because of its financial strength, accessibility, products offered and customer service. Read more...
Zephyr Portfolio Analytics
14 Apr 2019
Richard Kesner wants you to hold on to your money. As President of the Boca Raton-based Measured Wealth Private Client Group, LLC, a wealth management advisory firm serving clients across the world for over 30 years, Mr. Kesner’s main emphasis is to focus first on capital protection, then capital growth. “Basically, we’re a value manager – everything we do is based on downside risk and downside capture ratio,” he says. But that doesn’t mean that Measured Wealth hasn’t delivered competitive returns for its client base. It just goes about it in its own way, performing strict due diligence on potential managers to ensure they share the firm’s aversion to risk, and that they can perform during adverse conditions. Read more...
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