With the markets as complex and volatile as they are, the only thing more valuable than timely market data is having a process to act on it.
We established the Zacks Private Client Group to make the research we produce, and the processes we use to make investment decisions, available to individual investors who are not only investing for their own interests, but also for their family’s future.
Our private client services are designed for those who want to make data-driven decisions within a risk-controlled framework that has been tried, tested and proven for decades.
“We leverage the data from our industry-leading parent firm to provide private clients with deep insight, valuable resources, and confidence that your portfolio will drive your and your family’s future.”
Mitch Zacks, MBA
CEO, Senior Portfolio Manager
The Private Client Experience
Get more control over your portfolio.
We provide a range of investment solutions designed to give you more control. While many investors are slotted into one of several preset categories, with Zacks you have customization options like, for example, placing restrictions on specific industries and sectors.
Manage risk and reward methodically.
The Zacks philosophy is about methodically reducing risk and improving returns over time. Our process combines qualitative and quantitative analysis to help you navigate complex market environments and improve stability through downturns.
Inform your investment decisions.
It’s about data, not emotion. Zacks professionals make investment decisions based on not only independent research, but also a system of checks and balances that involves reviews and assessments from our investment committee.
Trust in a transparent relationship.
As an independent firm, we build trust through transparency. We serve clients with the fiduciary standard of care that protects their interests, and we provide a level of investment guidance that goes far beyond product selection.
Return to simplicity.
We focus on building stock-and-bond portfolios that bypass the needless complexity that investors regularly encounter - and the hidden costs that often accompany it.
Enjoy greater access.
While investors and institutions across the country rely on Zacks research, as a subsidiary we have direct access to a large team of analysts, data sets and analytical tools. This gives our clients a privileged position from which to pursue their investment goals.
What do you get as a Zacks client?
Learn more about the flexible investment solutions we offer.