Through the Zacks Model Portfolio platform, advisors can also access solutions personalized to the needs of individual clients. This includes the Zacks+ Custom Portfolio Solution, as well as custom ETF models for high-net-worth investors.
Your client receives a personalized combination of Zacks ETFs and SMA “tilts.”
You can shift in and out of the various SMAs at any time to reflect client preferences and market cycles.
Developed in coordination with the portfolio management team at Zacks, this custom model solution focuses exclusively on equities.
Please complete the form below to access.
Please complete the form below for more information.
