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Zacks Investment Management Model Portfolios

Control costs as you scale your practice.

20+ Models

in four distinct categories to suit a range of needs

Active Management

provided by Zacks Investment Committee

Premium

features like custom models and single stock ownership

No Management Fees

*outside of underlying
ETF expense ratios
Zacks Active ETF Models

Zacks Active ETF Models

Zacks active ETFs combine with additional third-party ETFs to form six broadly diversified, actively managed portfolios.
Zacks Active ETF Models

Zacks+ Core Allocation Models

This multi-asset solution combines Zacks active ETFs and third-party ETFs with a suite of single stock sleeves to form seven model portfolios.
Zacks Active ETF Models

Zacks+ Multi-Asset Solutions

This holistic solution pairs Zacks active ETFs with a suite of third-party ETFs and theme-based single-stock sleeves.
Zacks Active ETF Models

Custom Model Solutions

Two categories of custom models are developed in coordination with the portfolio management team at Zacks.

Our Approach

Advisors looking to grow need access to premium features without taking on ever-increasing costs. Zacks Model Portfolios offer advisors a range of solutions for a diverse client base, while limiting the cost of investing to underlying expense ratios*.

How to Access Zacks Model Portfolios

These models are accessible as part of the Zacks Models Platform and ZacksOne, which package up each set of models with additional features, advantages, and operational efficiencies.
ZMP
Explore the Zacks Models Platform
ZacksOne
Explore the ZacksOne Platform

Zacks Portfolio Management Team

The portfolios, strategies and custom Models are designed by the Zacks Portfolio Management Team and are managed in accordance with our long-running methodology and proprietary quantitative models. The Team is headed by Mitch Zacks, a known expert on corporate earnings and quantitative investing.

Meet the full team
Mitch Zacks
“We buy stocks with improving fundamentals and sell stocks with deteriorating fundamentals. Because it’s the simplest principles that win out over time.”
Mitch Zacks
Principal and Senior Portfolio Manager

Details and Insights

Whitepaper-Quantifying AI Exposure

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