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40 years ago, Len Zacks made a discovery that changed the way people thought about investing.
Through his work at Zacks Investment Research, Len uncovered a connection between earnings estimate revisions and rising stock prices, and it became clear that this remarkable insight could have enormous value for those navigating questions of risk and reward. Zacks Investment Management was founded for this very purpose.
Today, Zacks Investment Research is one of the largest independent providers of investment research in the U.S., and as their subsidiary, Zacks Investment Management leverages their data to provide deep insight, informative resources, and transparent decision-making for clients all across the country—using the same methodology that has been tried, tested and proven for multiple decades.
As an independent firm we are held to the fiduciary standard of care for our clients and their assets. This transparency, combined with our simple fee structures and open communication, allows Zacks professionals to consistently earn clients’ trust. It’s about expertise and proven processes, customized to your needs.
We are ultimately a family business. Our structure and processes are designed to deliver clients a boutique experience with the level of customization they need to meet their goals.
We are a research-based firm, and our purpose is to provide clients with data-driven solutions to help reduce risk and improve returns over time. We believe in unemotional investing and personalized, life-centered guidance.
There’s no room for emotion in an investment process that’s focused on risk analysis and data-driven insight for every decision.
We have earned our standing as academics pursuing knowledge through exhaustive research. Today we are led by an experienced team of professionals with a number of advanced degrees and industry certifications.
History has shown that optimizing long-term risk and reward is possible through the most disciplined, consistent investment strategies. That’s why our investment process has remained largely unchanged from the very beginning.
Without needless complexity complicating your portfolio, you can benefit from a simple shared objective: reducing risk and improving returns over time.
It’s been many years since Len Zacks published his seminal article, and Zacks Investment Management is still synonymous with earnings estimate revisions, which are still considered one of the most important fundamental factor affecting stock prices.
In that time we have originated many other concepts and innovations that help investors navigate complex market environments. These include:
Through a team of academics and robust independent infrastructure, we channel the research of our parent firm through a disciplined investment process focused on each client’s goals.