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Private
Clients

Welcome to Zacks Private Client Group

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Financial
Professionals

Find out how we work with financial professionals

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Institutional
Investors

Explore our services for institutional clients

The Power of Research

For decades we have been taking independent research and methodically applying it to the investment process, and the benefits are clear: unbiased market insight, a systematic approach to risk and reward, and the confidence that comes from making purely data-driven decisions.

We help financial professionals, private clients and institutional investors to harness the power of independent proprietary research through personalized investment strategies.

“As a subsidiary of Zacks Investment Research, one of the leading independent providers in the country, we are steeped in research like few other firms are. This has led us to numerous award-winning strategies, innovative proprietary models, and an enduring legacy of independence.”

Mitch Zacks, MBA
CEO, Senior Portfolio Manager

Daily financial insights from the Zacks team.

Awards and Press

Our services and strategies regularly earn us industry recognition, including inForma’s PSN Manager of the Decade.

Morningstar Award Recognition
Member of the National Ethics Association
BBB A+ Accredited Business
PSN Top Guns Award - Manager of the Decade 2019
PSN Top Guns Award - Zacks Focus Growth Strategy
PSN Top Guns Award - Zacks Mid Cap Core Strategy
Find out more about Zacks awards and achievements

Use our independent research to help inform your investment decisions.

Find out how
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Categorized or customized?

While many other firms place investors in broad categories, we provide a flexible range of investment solutions with a process to customize your strategy around your personal goals and preferences.

Learn more

Our unwavering focus: to methodically reduce risk and improve returns over time.

That’s why independent research is the basis of all our investment models.

View our methodology
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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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Private Client Group
June 5th, 2023
Debt Ceiling Deal Reached, Chinese Resurgence Sputters, U.S. Median Age Rising
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Mitch on the Markets
June 5th, 2023
U.S. Avoids Debt Limit Catastrophe
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Mitch's Mailbox
June 2nd, 2023
What Are the Financial and Tax Implications of Retiring Abroad?
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Private Client Group
May 26th, 2023
U.S. Services Activity Remains Strong, Fed’s Next Move, New Home Sales Rise
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Mitch on the Markets
May 26th, 2023
Debt Ceiling Standoff Pushing Misguided ‘Flight to Safety’
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Mitch on the Markets
May 19th, 2023
A Historical Look at Bank Collapses
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