Zacks Investment Management Model Portfolios

Control costs as you scale your practice.

Zacks+ Model Portfolios offer solutions along the risk spectrum. The portfolios are designed to function as a full account solution for a client 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 while maintaining a concentrated portfolio. Each model maintains an average of 30-75 holdings and can be funded for $200K.

Conservative
All Equity Model*
This all-equity allocation seeks to provide capital appreciation with exposure across the entire global equity landscape.
Conservative
Aggressive Model*
The objective of the Aggressive model is capital appreciation with exposure to equities and a small allocation to Fixed Income.
Conservative
Moderate Aggressive Model*
The Moderate Aggressive model focuses on capital appreciation with a larger principal protection being invested in Equities and Fixed income.
Conservative
Moderate Growth Model*
The objective of the Moderate Growth model is a balance between capital appreciation and principal protection with a small tilt towards growthbased investments.
Conservative
Moderate Value Model*
The objective of the Moderate Value model is a balance between capital appreciation and principal protection with a small tilt towards valuebased investments.
Conservative
Balanced Model*
The objective of the Balanced model is to provide a balance between capital appreciation and principal protection. This portfolio invests an equal allocation to equities and fixed income.
Conservative
Income Model*
The Income model seeks to generate additional income for the investor by investing a larger portion of the portfolio in incomegenerating securities.

*Asset allocation subject to change

Get the details on performance, allocations and more

Each Zacks+ Core Allocation Model Combines ETFs with
Single Stock Sleeves

Zacks+ Allocation Models
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