Our Approach

Our Approach

Get Exactly What You Need

At Zacks, we believe acting in your best interest is our obligation. Zacks focuses on providing solutions rather than selling our clients' product. With trust in the financial industry at an all-time low, we find this focus to be a key differentiator for our firm.


Wealth Management Process

Managing your wealth requires focus attention to your goals and objectives.


  • Wealth Preservation
  • Income Strategies
  • Aggressive Growth
  • Multigenerational Strategies
  • Tax Efficient Asset Allocation
Zacks Allocation Process

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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