Financial Professionals

Empowering Advisors with Data-Driven Investing

Over 40 years ago, Len Zacks made an indelible mark on the investment industry by using his own independent research to expose the relationship between earnings estimate revisions and rising stock prices.

The active management approach and fundamental stock selection process we use today were built on that very discovery, and have generated notable results ever since our inception in 1992.¹

We are still a family-owned business, an independent firm, and an experienced team focused on sharing the benefits of research-based investing with each of our clients.

Diagram showing Zacks as a family-owned, independent firmwith an experienced team generating research-based investing.

Why do financial professionals across the country choose to work with Zacks?

Zacks Investment Management is dedicated to delivering results for financial advisors by seeking excess returns over standard benchmarks within a risk-controlled framework.

Here are a few of the ways in which we fulfill this purpose.

The Zacks Rank

We took the pioneering research of our parent company and applied it to an elegant classification system that analyzes thousands of stocks every day. Now widely used in the industry, it is one of multiple alpha models and proprietary tools that form the core of our investment process.
Award-Winning Strategies

Since 1992, we have launched multiple strategies that have ranked in the top percentile of their respective peer groups for quarterly performance, with an overall history that reflects our focus on risk reduction and long-term growth.
Disciplined Investment Process

Our unwavering investment process incorporates proprietary stock selection and risk management tools that have been tested and proven over the last 30 years. It is a methodical approach that relies on data, never emotion, to reduce risk and improve returns over time.
Investment Solutions

With separately managed accounts, ETF models and custom asset allocations, we have designed a suite of products and services to help ensure advisors have a variety of customizable options with which to meet their clients’ needs.
Academics and Experience

We employ a team of Ph.D.s and other analysts involved in developing and refining models, assessing data and conducting research in order to form new insights into the investment process.
Independent Culture

Financial professionals rely on our robust infrastructure and ample resources, as well as a service team that delivers exceptional client care. With the fiduciary standard and a culture of independent thinking, they also place their trust in advice that is always objective.

Zacks Investment Management