About Zacks

About Zacks

Zacks Investment Management, a wealth management boutique formed in 1992, is a leading expert on earnings and using earnings estimates in the investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S

In 1978 Len Zacks published a seminal article which first documented the value of using earnings estimate revisions to select stocks. A few years later we originated the concept of the EPS surprise which has now become widely used in the investment industry. This work led, in 1982, to the development of the Zacks Rank, a proven, proprietary stock-ranking model which is the core of the Zacks Investment Philosophy. At Zacks, a staff of PhDs develops and refines our own proprietary quantitative models and reviews hundreds of academic investment research articles each year in order to uncover new insights into making investment decisions. 

Over the past 30 years, the core of our investment management process remains unchanged. The most important fundamental factor affecting stock prices is earnings. The changes in stock values, over time, have always been attributable to earnings. Our studies of analyst estimate revisions have proven to be the most powerful leading indicator in forecasting and predicting material changes in earnings. The end result is an active management approach that has generated which we believe to be exceptional results and we will continue to adhere to this discipline in all market cycles.

Learn more about the history of Zacks in the timeline below.

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Company Information

Zacks Investment Management (ZIM), is a Registered Investment Advisor founded in 1992. We are an expert in using earnings estimates and quantitative methodologies in the investment process, ZIM offers multiple strategies based on these techniques. We are a wholly owned subsidiary of Zacks Investment Research, one of the largest providers of independent research in the U.S.

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Contact Zacks

Zacks Investment Management
227 West Monroe, Suite 4350
Chicago, IL 60606

Individual Investor 800.245.2934


Financial Professional 888.775.8351


Institutional Investor 312.265.9393