International Equity
Enhanced Yield Strategies
Alternative Strategies
Domestic Equity -- Growth and Income
A necessary component of most individual investment portfolios is U.S. equities. For
those who strive to achieve double digit annual returns, investing in a broad base of
U.S. companies is virtually a requirement. After all, U.S. equities over time have
outperformed all other asset classes.
Quantitative Strategy
All Cap Aggressive Equity
Portfolio Manager: Mitch Zacks
The objective of the Quantitative Strategy is to generate the highest risk-adjusted
return possible. The Quantitative Strategy is a disciplined, systematic strategy
that is based on the Zacks Rank. Additionally, by relying on above average turnover,
the Quantitative Strategy exploits the delays inherent in the response of stock prices
to significant changes in brokerage analysts' earnings estimates.
Click Here To Request Performance Details
Rank Strategy
All Cap Core Equity
Portfolio Manager: Ben Zacks
The objective of the Rank Strategy is to realize the potential returns of the Zacks Rank
in a tightly risk-controlled, tax-efficient, and low-turnover process. The Rank Strategy
relies upon qualitative stock selection using fundamental analysis combined with an
initial quantitative screen that heavily focuses on the Zacks Rank. We strive to add
value through our expertise in interpreting earnings revision data as well as our ability
to manage risk.
Click Here To Request Performance Details
Dividend Strategy
Value Investing for Total Return
Portfolio Managers: Ben and Mitch Zacks
The objective of the Dividend Strategy is to provide income and long-term capital gains
while bearing lower than market risk. Recent tax law changes affecting dividend income
have increased the relative attractiveness of dividend strategies. Since inception, the
Dividend Strategy is managed through the use of a proprietary model that creates a
diversified portfolio of tax-preferred, dividend-yielding stocks that generate attractive
after-tax returns.
Click Here To Request Performance Details
International Investments - Country Diversification
We believe that a well-managed portfolio includes some strategic portion of non-U.S.
holdings to further diversify our clients' portfolios.
International Equity
Portfolio Manager: Mitch Zacks
Zacks believes that a well-managed portfolio should include a portion of non-U.S. holdings
to provide further portfolio diversification and capture returns not available in the U.S.
We create a tactical allocation that provides exposure to both developed and emerging market
nations, allowing for risk controlled growth. We implement this strategy using ETFs to
increase liquidity and minimize costs and tax consequences.
Click Here To Request Performance Details
Enhanced Yield Strategies
Zacks has several strategies designed for clients with the need for current income. These
strategies allow us to reduce portfolio volatility to lower the risk in your portfolio.
MLP Strategy
High Yield and Appreciation for Total Return
The objective of the MLP Strategy is to provide total return through a combination of higher
than average yields and the potential for appreciation. The Zacks MLP Strategy invests,
primarily in Master Limited Partnerships with some holdings in Business Development Companies
and U.S. Royalty Trusts. MLPs are, typically, investments in energy-related companies that
benefit from certain tax law provisions that allow the companies to pass on the majority of
their income to shareholders.
Click Here To Request Performance Details
Preferred Income Strategy
Current Income
The Preferred Income Strategy's primary objective is to provide a high level of current income
while maintaining low correlation to equity markets. By incorporating a blend of traditional
preferred securities, trust preferred and third party trust proffered securities we are able
to provide a reliable and high level of current income. This strategy allows us to control
volatility and lower the risk of your total portfolio. Dividends are taxed as ordinary income.
Click Here To Request Performance Details
Fixed Income
Managing Risk
Investments in bonds play a critical role in any wealth management strategy. Bonds
allow us to reduce portfolio volatility to lower the risk in your portfolio. We
accomplish this through a diversified approach that includes investments in fixed-income
Exchange Traded Funds (ETFs).
By utilizing both corporate and government bond ETFs, we strive to outperform the Lehman Brothers Aggregate Bond Index on a short-, mid-and long-term basis.
We aim to accomplish this goal through our ability to accurately identify value and
opportunity on the yield curve. Fixed Income ETFs allow us to implement our discoveries
in a timely manner with very low transaction costs. In particular, Zacks incorporates a
model designed to predict the future value of interest rates, credit spreads and
inflation. The forecasts are developed through the combined effort of our full Investment
Committee.
Click Here To Request Performance Details
Alternative Strategies
Zacks manages several hedge funds and strategies which are only available to qualified investors. A qualified investor is defined as a natural person who or a company that (a) immediately after entering into the contract has at least $750,000 under management of the investment advisor, or (b) has a net worth of more than $1,500,000 at the time the contract is entered into.
These products may provide lower volatility, added diversification and enhanced return. If appropriate, your Investment Consultant will provide additional information regarding these investment options.