Your investment portfolio is the segment of your wealth that fuels your progress toward long-term outcomes—like your children’s education or your retirement lifestyle—that deeply matter to you and your family.
What we offer private clients is an opportunity benefit from timely market insight, a systematic approach to risk and reward, and the confidence that comes from making data-driven decisions for a portfolio that’s been built just for you.
“The experience level of those in the Zacks Investment Committee is consistently high. They review the recommendations made by Zacks professionals, while our parent company analyzes thousands of market reports every day. All of this serves to empower our private clients as they pursue their investment goals.”
Since the first innovations of our parent company in the 1970s, we have been developing tools that push the industry forward and enhance the client experience.
Calculated each day for thousands of stocks, the Zacks Rank is a vital input for all Zacks strategies and is widely recognized in the industry as a valuable ranking tool.
Our alpha models use bottom-up analysis to identify important signifiers and help our clients capitalize on investment anomalies that have been tested through decades of academic research and everyday practice.
Rooted in the independent research of our parent company, our quantitative investment process consists of a disciplined set of repeatable steps that have remained largely unchanged since our company’s inception.
Our investment process incorporates added steps to help keep risk profiles low without overcompensating on growth. Mean variance optimization, for example, draws comparisons between individual holdings and the broader market to help improve downside protection, diversification, and return over risk.
We employ a number 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.
These tools are fueled by the independent research of our parent company and underpin the investment and financial planning services we offer private clients.
Our Private Client Group Representatives have the experience and knowledge to help you not only save for the future, but also implement specific strategies to suit your retirement priorities—like risk and tax mitigation to help you efficiently build up and draw from your nest egg.
One-size-fits-all portfolios offer few opportunities to address individual needs. That’s why we offer custom asset management services that allow for greater control and personalization. Within separately managed accounts, we design investment strategies according to specific needs like liquidity, timing, risk, tax, and investment preferences.
A Private Client Group representative will work with you to define your goals, simplify complex questions and put together a life-centered financial plan. Through discussion and coaching, we help clarify what’s needed to align your financial resources with your personal priorities.
Our process is designed to help you protect what you’ve built while you participate in market growth. With an approach that is based not on emotion but rather on data and clear methodology, you can be confident that your investments, and ultimately your life goals, are in sync with the most up-to-date market research available.
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.