*CNBC RANKING: This ranking was awarded by CNBC on 10/2/2024 in respect of the calendar year period of 1/1/2024 to 12/31/2024. We do not compensate CNBC to obtain this rating. However, we pay compensation to CNBC to use their logo in connection with advertising this ranking. Please see full disclosure at end of this document.

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The Power of Research

For decades we have been taking independent research and methodically applying it to the investment process, and the benefits are clear: unbiased market insight, a systematic approach to risk and reward, and the confidence that comes from making purely data-driven decisions.

We help financial professionals, private clients and institutional investors to harness the power of independent proprietary research through personalized investment strategies.

“As a subsidiary of Zacks Investment Research, one of the leading independent providers in the country, we are steeped in research like few other firms are. This has led us to numerous award-winning strategies, innovative proprietary models, and an enduring legacy of independence.”

Mitch Zacks, MBA
CEO, Senior Portfolio Manager

Daily financial insights from the Zacks team.

Awards and Press

Our services and strategies regularly earn us industry recognition, including PSN’s Manager of the Decade for our All Cap Core and Mid Cap Core SMAs*, as well as Morningstar rankings† and CNBC’s Top 100 Advisory Firms§.

PSN Top Guns Award - Manager of the Decade
PSN Top Guns Award -Winner
Financial Advisor 100
Morningstar
Find out more about Zacks awards and achievements

* PSN RANKING: These ratings were awarded by PSN on 4/11/2025 in respect of the period 1/1/2015 to 12/31/2024. We do not compensate PSN to obtain this rating. However, we pay compensation to PSN to use their logo in connection with advertising this rating. Please see full disclosure at end of this page.

† MORNINGSTAR RANKINGS: These ratings were awarded by Morningstar on 4/1/2025 in respect of the period from strategy inception to 3/31/2025 (Inception Dates: All Cap- 2/1/1995, Focus Growth - 2/1/2003, Dividend-4/1/2004, Mid and Small Cap - 5/1/2009). We do not compensate Morningstar to obtain this rating. However, we pay compensation to Morningstar to use their logo in connection with advertising this rating. Please see full disclosure at end of this page.

§ CNBC RANKING: This rating was awarded by CNBC on 10/2/2024 in respect of the calendar year period of 1/1/2024 to 12/31/2024. We do not compensate CNBC to obtain this rating. However, we pay compensation to CNBC to use their logo in connection with advertising this ranking. Please see full disclosure at end of this page.

Use our independent research to help inform your investment decisions.

Find out how
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Categorized or customized?

While many other firms place investors in broad categories, we provide a flexible range of investment solutions with a process to customize your strategy around your personal goals and preferences.

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Our unwavering focus: to methodically reduce risk and improve returns over time.

That’s why independent research is the basis of all our investment models.

View our methodology
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Blog and Resource Library

We are a research-driven firm. We publish hundreds of individual insights and reports each year - from the widely read Mitch on the Markets, to our in-depth monthly stock market report.

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Mitch's Mailbox
May 21st, 2025
The Disconnect Between Consumer Sentiment and the Market
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Private Client Group
May 21st, 2025
Weak Point for U.S. Housing, Inflation Eases for Now, De-Escalating “De Minimis” Imports 
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Mitch on the Markets
May 21st, 2025
Use Hard and Soft Data to Make Sense of This Uncertain Economic Environment 
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Mitch's Mailbox
May 14th, 2025
Will Markets Settle Down Now That We Have Some Resolution In Trade Deals?
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Private Client Group
May 12th, 2025
GDP Declines But Underlying Data Is Still Solid, All-Time High Trade Deficit, China Services Slip
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Mitch on the Markets
May 12th, 2025
Earnings Estimates Are Falling—And That’s Good
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