PRIVATE CLIENTS

What We Offer

Fuel Your Family’s Future with the Power of Independent Research

Your investment portfolio is the segment of your wealth that fuels your progress toward long-term outcomes—like your children’s education or your retirement lifestyle—that deeply matter to you and your family.

What we offer private clients is an opportunity benefit from timely market insight, a systematic approach to risk and reward, and the confidence that comes from making data-driven decisions for a portfolio that’s been built just for you.

This includes:

“The experience level of those in the Zacks Investment Committee is consistently high. They review the recommendations made by Zacks professionals, while our parent company analyzes thousands of market reports every day. All of this serves to empower our private clients as they pursue their investment goals.”

Mitch Zacks, MBA
CEO, Senior Portfolio Manager

What makes our services different?

Since the first innovations of our parent company in the 1970s, we have been developing tools that push the industry forward and enhance the client experience.

These tools are fueled by the independent research of our parent company and underpin the investment and financial planning services we offer private clients.

SERVICE HIGHLIGHT

Retirement Planning

SERVICE HIGHLIGHT

Retirement Planning

Our Private Client Group Representatives have the experience and knowledge to help you not only save for the future, but also implement specific strategies to suit your retirement priorities—like risk and tax mitigation to help you efficiently build up and draw from your nest egg.

SERVICE HIGHLIGHT

Custom Asset Management

SERVICE HIGHLIGHT

Custom Asset Management

One-size-fits-all portfolios offer few opportunities to address individual needs. That’s why we offer custom asset management services that allow for greater control and personalization. Within separately managed accounts, we design investment strategies according to specific needs like liquidity, timing, risk, tax, and investment preferences.

SERVICE HIGHLIGHT

Financial
Planning

SERVICE HIGHLIGHT

Financial
Planning

A Private Client Group representative will work with you to define your goals, simplify complex questions and put together a life-centered financial plan. Through discussion and coaching, we help clarify what’s needed to align your financial resources with your personal priorities.

First-Class Client Service

Our process is designed to help you protect what you’ve built while you participate in market growth. With an approach that is based not on emotion but rather on data and clear methodology, you can be confident that your investments, and ultimately your life goals, are in sync with the most up-to-date market research available.

Diagram of the 5-step process of building a financial and investment strategy for private clients.

Blog and Resource Library

We are a research-driven firm. We publish hundreds of individual insights and reports each year - from the widely read Mitch on the Markets, to our in-depth monthly stock market report.

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Mitch's Mailbox
June 30th, 2022
What Does the Secure Act 2.0 Mean for Retirees?
Read more
Mitch on the Markets
June 27th, 2022
Why The Fed Can’t Fix Inflation
Read more
Private Client Group
June 27th, 2022
Americans Buying Less Gas, Gas Tax Holiday Floated, Home Prices Hit New High
Read more
Mitch's Mailbox
June 23rd, 2022
Bear Market + High Inflation. What Should Investors Do?
Read more
Private Client Group
June 21st, 2022
Fed Raises Rates, Stocks in Bear Market, Retail Sales Fall But…
Read more
Mitch on the Markets
June 21st, 2022
It’s Officially a Bear Market—Here’s What to do Next
Read more

Daily financial tips directly
from the Zacks family.

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