Our automatic tactical asset allocation among equity styles enables Zacks to deliver continuing performance in U.S. Equity portfolios. Our portfolio managers are guided by the changing focus of the Zacks Rank to quickly shift assets among large, mid, and small cap stocks as well as growth and value stocks. This results in a multi-cap, active management approach which we believe is responsible for our exceptional track record in managing U.S. Equity portfolios. By using the advanced technology of FOLIOfn we are able to implement this approach with virtually no transaction costs.
Our active management approach means that we monitor your investments on a daily basis, and identify opportunities and trouble spots quickly. Instead of the "buy and hold" mentality, we have a strong buy and sell discipline so you can be confident that we will adjust your portfolio as necessary to maximize your investment returns.
In addition to rigorous quantitative and fundamental analysis, experience enables our managers to enhance your performance with sound judgment. Ben Zacks, our Senior Investment Strategist, has a history of timely market and sector asset allocation calls which has gained him the respect of industry peers and clients alike. All of these elements combine to provide a superior client experience and, ultimately, exceptional results.