• Serving clients in 50 states, with $2.6 billion AUM and 600 employees worldwide.
  • Access to global resources with the personalized service of a boutique agency.
  • Committed to exceeding client expectations since 1978.
  • A comprehensive suite of innovative Investment Banking solutions.

Compelling Asset Management Strategies

Zacks Investment Management (ZIM) is a SEC Registered Investment Advisor and member of the Zacks Group, one of the largest diversified financial services providers In North America, serving clients in all 50 states, with US$2.6 billion in client assets. It was founded in 1992 and is located in Chicago.

ZIM is a boutique investment firm that thrives on partnering with individuals, institutions and corporate clients, exceeding their expectations and delivering superior investment results. It specializes in equity management for its clients using a unique combination of independent research and proprietary quantitative models through separately managed accounts, limited partnerships, mutual funds and exchange-traded funds.

ZIM’s investment strategy is based on the core thesis published in the Financial Analysts Journal in 1979 by Leonard Zacks, PhD, entitled "EPS Forecasts - Accuracy Is Not Enough." Through extensive research and quantitative analysis, Len pioneered the strategy that patterns in brokerage research data can serve as an accurate indicator of the future direction of a stock price. He discovered that Earnings Per Share (EPS) estimate revisions are the most powerful force impacting stock prices.

Unique Philosophy and Process
  • Dynamic Strategies for clients' portfolios based on proven models
  • A leading expert on earnings
  • Multi-Cap, multi-sector strategies designed to outperform
  • Active portfolio management
Independence
  • Clients receive independent advice based of their strategic goals
  • Decisions solely driven by client objectives
  • Trusted by Morgan Stanley, UBS, and other large Wall Street firms as a provider of independent research
  • No custody of clients assets, which is designed to allow clients an enhanced level of security
Personalization
  • Clients get exactly what they need
  • Separately managed account structure (full disclosure)
  • Strategic asset allocation created based on your goals, risk tolerance and time horizon
  • Controlled risk (through active management and diversification)
Boutique Investment Firm
  • Clients get innovative portfolio management techniques
  • Ability to move in and out of positions quickly
  • Focus on client communication and service
  • Consistent management team that has withstood the test of time
  • Family owned and operated firm
Click here to access the Zacks Investment Management web site.





*Zacks & Company and Zacks Investment Management are legally separate but affiliated companies.

Contact Us Today

Zacks Investment Management

Mitch Zacks

Senior Portfolio Manager

(312) 265-9156