Access your content library here.

We’ve taken the strategies that define Zacks Custom Asset Management—like capital gains mitigation and high-net-worth specialization—and compiled a library of content that we’ve made available to select advisors at no cost.

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What is Zacks Custom Asset Management?

By introducing a portfolio manager into the advisory relationship, Zacks Custom Asset Management empowers advisors to do more for their clients, and enables clients to do more with their portfolios.

This program is about elevating your investment service well above the standard offering, at a cost that’s lower than the average mutual fund.

Learn more about Zacks Custom Asset Management at zackscustomassets.com.

What do you get?

  • 1.93% - 3.72%
    annual value-add1
  • 8.4 hours
    saved each week2
  • 17% lower
    operating costs2

Why go custom?

The Zacks Custom Asset Management

Zacks Custom Asset Management
Certification Program

Exploring this content library comes with the added benefit of program certification.

What does that mean? Zacks Custom Asset Management partners you with a member of our investment committee, so you need to be certified through educational content in the areas your portfolio manager will provide the most value (such as portfolio analysis, capital gains mitigation, asset allocation, fixed income management and personalized service) before you can start offering the service to your clients.

You’ll have the option to finalize this certification once all content modules are completed.

Topics covered in the program include:

Fast Track Option

Want to get certified sooner? Click the button below to speak with a CAM professional and see if you qualify for fast-track certification.

Fast Track
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Fast Track Option

Want to get certified sooner? Fill the form below to speak with a CAM professional and see if you qualify for fast-track certification.