Zacks Tailored Model Solutions are custom-designed strategies specifically tailored to meet the unique requirements, risk tolerances and preferences of each advisor and client. These Tailored Models can be customized using a combination of Zacks Core ETFs, Zacks Active ETF Models, Zacks + Models, SMA Tilts, and the client’s preferred managers.
Zacks Investment Management has a long history of using our pioneering earnings-estimate methodology as a foundation for relevant, innovative products. In 2021, we began pairing this methodology with exchangetraded funds.
Offered at no additional cost (excluding fee charged inside the ETF itself), the Zacks Active ETF Model portfolios combine Zacks proprietary ETFs with additional third party ETFs to give advisors and their clients the opportunity to use actively managed ETFs in conjunction with actively managed asset allocation portfolios.
Zacks+ Model Portfolios offer solutions across the risk spectrum. The portfolios are designed to function as a full-account solution for clients looking for more than just an ETF-only model. Unlike a traditional Unified Managed Account solution, Zacks+ gives the client a chance to own single-stock securities within a concentrated portfolio. Each model maintains an average of 30-75 holdings and can be funded for $200K.
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