TOP STRATEGIES

A Track Record of Industry-Leading Performance

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

Our proprietary research propelled four of our investment strategies into the top of their respective classes as ranked by Morningstar1 as of 3/31/2021. Zacks clients have access to all the strategies below, and the potential to benefit from the research that helped generate their track record of solid returns.

Mid Cap Core Strategy

This strategy ranks in the top 3% out of 2671 managers in the Morningstar1 Mid Cap Blend Universe as of 3/31/2021.

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Small Cap Core Strategy

This strategy ranks in the top 2% out of 456 managers in the Morningstar1 Small Blend Universe as of 3/31/2021.

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Dividend Strategy

This strategy ranks in the top 3% out of 739 managers in the Morningstar1 Large Cap Value Universe as of 3/31/2021.

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Focus Growth Strategy

This strategy ranks in the top 14% out of 808 managers in the Morningstar1 Large Cap Growth Universe as of 3/31/2021.

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All Cap Core Strategy

This strategy ranks in the top 8% out of 576 managers in the Morningstar1 Small Blend Universe as of 3/31/2021.

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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 other unique investment strategies that incorporate as many as 40 stock selection factors. Together, these techniques and processes offer 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 from our research, but also from the systems, software and expertise we offer to pursue 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, tax-efficient strategies and more of your money in your pocket at the end of the day.

The Zacks Investment Process: Putting Clients First

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

We will design a highly customized portfolio based on our independent research. We take seriously our fiduciary responsibility to recommend only the investments we judge to be in your best interest.

  1. Your Zacks Profile


    Your Investment Consultant starts building your Zacks Profile by discussing your goals, risk tolerance and time horizon using 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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Zacks Investment Management Born from Research, Built for Performance

Research Driven • Results Oriented • Client Focused

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