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 inForma’s PSN Manager of the Decade.

Morningstar Award Recognition
Member of the National Ethics Association
BBB A+ Accredited Business
PSN Top Guns Award - Manager of the Decade 2019
PSN Top Guns Award - Zacks Focus Growth Strategy
PSN Top Guns Award - Zacks Mid Cap Core Strategy
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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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Uncategorized
September 18th, 2024
Inflation Improves, Investors Await Fed Rate Cut
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Mitch on the Markets
September 16th, 2024
Investor Inflation Worries Now Shifting To Growth Concerns
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Mitch's Mailbox
September 11th, 2024
Are Investors Too Optimistic Right Now?
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Private Client Group
September 9th, 2024
2024’s Top Sector Is Not Tech, Manufacturing And Services Diverge, China’s Economy
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Mitch on the Markets
September 9th, 2024
When Popular Market Indicators Send The Wrong Signals
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Mitch's Mailbox
September 4th, 2024
How Will Harris Or Trump Economic Policies Affect Investors?
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Daily financial tips directly
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