Why Zacks?
Unique Philosophy and Process
Dynamic Strategies for your portfolio based on proven models
- A leading expert on earnings
- Multi-Cap, multi-sector strategies designed to outperform
- Active portfolio management
Independence
We provide you with independent advice
- Decisions solely driven by client objectives
- Trusted by Morgan Stanley, UBS, and other large Wall Street firms as a provider of independent research
- We do not custody your assets, which is designed to allow you an enhanced level of security
Personalization
You get exactly what you need
- Separately managed account structure (full disclosure)
- Strategic asset allocation created based on your goals, risk tolerance and time horizon
- Controlled risk (through active management and diversification)
Boutique Investment Firm
You get innovative portfolio management techniques
- Ability to move in and out of positions quickly
- Focus on client communication and service
- Consistent management team that has withstood the test of time
- Family owned and operated firm