Client list

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.
  • Ameriprise Financial
  • Bank of America
  • Barclays Wealth
  • Brownson, Rehmus & Foxworth, Inc.
  • Campbell Soup Company
  • Citigroup Private Bank
  • E*Trade
  • Fifth Third Bank
  • Geneva Advisors
  • Kaiser Permanente
  • Managers Investment Group, LLC
  • Mellon Asset Management
  • Merrill Lynch
  • RBC
  • San Francisco Retirement System
  • The Boeing Company
  • The Dreyfus Corporation
  • Victory Capital Management
Informa Investment Solutions has acquired Zephyr Associates, Inc. Learn More