with a disciplined approach ensures that we meet your needs.
In the past, this level of customization was only available for large institutions. Today, managed accounts have emerged as one of the fastest growing investment vehicles.
YOU WILL WORK WITH a dedicated Zacks Investment Consultant who follows an extensive evaluation process to understand your investment needs. Our Investment Committee, together with your consultant, determines the best mix of your assets across asset classes – you are not placed in a pre-determined allocation bucket. Effective asset allocation integrates long-term decisions based on quantitative models which formalize the tradeoff between risk and return with short-term decisions based on specific predictions of returns for various asset classes. We provide unique expertise in this complex asset allocation process.
THE INVESTMENT COMMITTEE then constructs a fully diversified personalized portfolio designed to reflect your individual investment needs. The investment strategies utilized to build your portfolio are managed using a blend of quantitative models coupled with fundamental analysis and expert judgment. Your Personal Investment Consultant will also work with you and the Zacks portfolio managers to customize your account to reflect specific requirements such as your need for income, your desire to exclude or include certain types of companies, and your tax situation. We aim to create a diversified portfolio that works toward achieving your long-term investment goals.
WE THEN IMPLEMENT your strategic asset allocation using a variety of equity and fixed income strategies which cover all asset classes. These strategies leverage the power of the independent Zacks Investment Research team as well as our proven proprietary ranking models, including the Zacks Rank.
YOUR PERSONAL INVESTMENT CONSULTANT will review your portfolio on a regular basis. He is always available to address your financial questions, and will provide you with performance reviews as frequently as you need. Your consultant will also communicate any changes in your financial situation to the Zacks Investment Committee. The Investment Committee, which is continually monitoring the ever-changing market and economic environment, may adjust your portfolio, if necessary, to ensure your portfolio continues to meet your personal investing needs.