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.