Advisors looking to leverage Zack’s time-tested research can work directly with the Zacks Investment Management Tailored Model Portfolio Management Team to customize models for their clients. The models can be tailored to address ETFs and fund preferences, specific stock sleeves and tilts, develop custom benchmarks, and schedule re-balances. The co-branding feature allows for white label commentaries, reports, and marketing presentations.
A bespoke combination of Zacks ETFs and SMAs, tailored to each client’s individual goals.
ETF and SMA Allocation
Your client receives a personalized combination of Zacks ETFs and SMA “tilts.”
SMA Flexibility
You can shift in and out of the various SMAs at any time to reflect client preferences and market cycles.
No investment management fee (other than the ETF internal expense)
Portfolios tailored to your clients’ unique financial goals, investment preferences, and risk tolerance.
Partnering with Zacks allows you to focus on clients and practice growth while we handle portfolio design and management.
Adaptable solutions that evolve with your clients’ changing needs and market conditions.
Streamlined processes that save time and resources, making portfolio management simpler and more effective.
Zacks Investment Management is dedicated to delivering results for financial advisors by seeking excess returns over standard benchmarks within a risk-controlled framework.
We took the pioneering research of our parent company and applied it to an elegant classification system that analyzes thousands of stocks every day. Now widely used in the industry, it is one of multiple alpha models and proprietary tools that form the core of our investment process.
Since 1992, we have launched multiple strategies that have ranked in the top percentile of their respective peer groups for quarterly performance, with an overall history that reflects our focus on risk reduction and long-term growth.
Our unwavering investment process incorporates proprietary stock selection and risk management tools that have been tested and proven over the last 30 years. It is a methodical approach that relies on data, never emotion, to reduce risk and improve returns over time.
With separately managed accounts, ETF models and custom asset allocations, we have designed a suite of products and services to help ensure advisors have a variety of customizable options with which to meet their clients’ needs.
We employ a team of Ph.D.s and other analysts involved in developing and refining models, assessing data and conducting research in order to form new insights into the investment process.
Financial professionals rely on our robust infrastructure and ample resources, as well as a service team that delivers exceptional client care. With the fiduciary standard and a culture of independent thinking, they also place their trust in advice that is always objective.
Professional insights and analysis to support tailored investment strategies.
Our services and strategies regularly earn us industry recognition, including PSN’s Manager of the Decade for our All Cap Core and Mid Cap Core SMAs*, as well as Morningstar rankings† and CNBC’s Top 100 Advisory Firms§.
* PSN RANKING: These ratings were awarded by PSN on 4/11/2025 in respect of the period 1/1/2015 to 12/31/2024. We do not compensate PSN to obtain this rating. However, we pay compensation to PSN to use their logo in connection with advertising this rating. Please see full disclosure at end of this page.
† MORNINGSTAR RANKINGS: These ratings were awarded by Morningstar on 10/1/2025 in respect of the period from strategy inception to 9/30/2025 (Inception Dates: All Cap- 2/1/1995, Focus Growth- 2/1/2003, Dividend- 4/1/2004, Mid and Small Cap- 5/1/2009). We do not compensate Morningstar to obtain this rating. However, we pay compensation to Morningstar to use their logo in connection with advertising this rating. Please see full disclosure at end of this page.
§ CNBC RANKING: This rating was awarded by CNBC on 10/2/2024 in respect of the calendar year period of 1/1/2024 to 12/31/2024. We do not compensate CNBC to obtain this rating. However, we pay compensation to CNBC to use their logo in connection with advertising this ranking. Please see full disclosure at end of this page.
Ready to create a tailored investment strategy for your clients? Reach out to our team to get started.