TOP STRATEGIES

A Track Record of Industry-Leading Performance

From our groundbreaking research came the Zacks Rank and unique stock selection factors.

This helped lead to a five of our proprietary investment strategies being ranked in the top 7% of their respective classes by Morningstar1 as of 12/31/2017. Zacks clients have access to these top ranked strategies below, which means individual investors can participate in this track record of strategies that have generated solid returns.

Mid Cap Core Strategy

This strategy ranks in the top 1% out of 305 managers in the Morningstar1 Mid Cap Blend Universe as of 12/31/2017.

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Small Cap Core Strategy

This strategy ranks in the top 2% out of 603 managers in the Morningstar1 Small Blend Universe as of 12/31/2017.

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Dividend Strategy

This strategy ranks in the top 2% out of 829 managers in the Morningstar1 Large Cap Value Universe as of 12/31/2017.

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Focus Growth Strategy

This strategy ranks in the top 6% out of 949 managers in the Morningstar1 Large Cap Growth Universe as of 12/31/2017.

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All Cap Core Strategy

This strategy ranks in the top 6% out of 636 managers in the Morningstar1 Small Blend Universe. as of 12/31/2017.

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Discover Our Strategies

PROPRIETARY INVESTMENT STRATEGIES

From Independent Research to Proprietary Investment Strategies

Aside from beating benchmarks and managing risk, our decades of research has also led to the creation of proprietary stock selection models and investment strategies.

This includes the highly regarded Zacks Rank, and unique investment strategies that incorporate as many as 40 stock selection factors. Together these techniques and processes allow you to see enhanced diversification and risk control within your customized portfolio.

While millions look to Zacks data and research, as a client you can benefit from not only the information, but also the systems, software and expertise to help meet your investment goals with lower fees.

Our clients are seeing the benefits of transparent, low-cost Pure Investing™ with top-performing strategies.

The Advantages of Leaving out the Middle Man

By drawing on our own independent research and proprietary systems, we eliminate the standard industry practice of outsourcing various steps in the investment process.

This means you get a custom stock and bond portfolio without the services and fees of third-party providers.

Instead we leverage the resources of our parent company Zacks Investment Research, the insight of our Investment Management Committee, and the services of your personal Investment Consultant.

What you get is transparency at the line-item transaction level, as well as as well as tax-efficiency strategies and more of your money in your pocket at the end of the day.

Client Process The Zacks Investment Process

Just as important as having the right resources is having them dedicated to your specific needs.

We provide a highly customized portfolio design based on independent research, and our firm is held to a strict duty to recommend only what is in your best interest.

  1. Your Zacks Profile


    Your Investment Consultant defines your Zacks Profile by discussing your goals, risk tolerance and time horizon through the Zacks Investor Profile and Risk Tolerance Questionnaires.
  2. Score Card


    You're presented with your Score Card, which allows the Investment Committee to begin determining the strategies best suited to your Zacks Profile.
  3. Custom Construction


    A member of the Investment Committee constructs your portfolio by finding the right combination of our proven models and satellite strategies driven by our parent company’s research.
  4. Daily Review


    On a day-to-day basis, your strategies are monitored by our team of managers in tandem with detailed investment research. We employ an active management approach to maximize results and minimize risk.
  5. Regular Consultation


    In addition to regular reporting and communication with your Investment Consultant, we review progress with you regularly and adjust based on any relevant updates.

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Past Performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or recommendation to buy, sell or hold a security. No recommendation or advise is being given as to whether any investment strategy is suitable for an particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as the date herein may or may not be realized and no opinion or representation is being given regarding such estimates. This material has been prepared by Zacks Investment Management, Inc. on the basis of publicly available information, internally developed data and other third-party sources and does not make any representation or warranty as to the accuracy, completeness or reliability of the information contained herein. Indexes are unmanaged and are not for direct investment. Investing entails risk, including possible loss of principal.

  1. Recommendation or advise is being given as to whether any investment strategy returns for each strategy and the corresponding Morningstar Universe reflect the annualized returns for the periods indicated. The Morningstar Universes used for comparative analysis are constructed by Morningstar (median performance) and data is provided to Zacks by Zephyr Style Advisor. The percentile ranking for each Zacks Strategy is based on the gross comparison for Zacks Strategies vs. the indicated universe rounded up to the nearest whole percentile. Other managers included in universe by Morningstar may exhibit style drift when compared to Zacks Investment Management portfolio. Neither Zacks Investment Management nor Zacks Investment Research has any affiliation with Morningstar. Neither Zacks Investment Management nor Zacks Investment Research had any influence of the process Morningstar used to determine this ranking.

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