Private Clients

What is the Zacks
Private Client Group?

With the markets as complex and volatile as they are, the only thing more valuable than timely market data is having a process to act on it.

We established the Zacks Private Client Group to make the research we produce, and the processes we use to make investment decisions, available to individual investors who are not only investing for their own interests, but also for their family’s future.

Our private client services are designed for those who want to make data-driven decisions within a risk-controlled framework that has been tried, tested and proven for decades.

Private Client Group

“We leverage the data from our industry-leading parent firm to provide private clients with deep insight, valuable resources, and confidence that your portfolio will drive your and your family’s future.”

Mitch Zacks, MBA
CEO, Senior Portfolio Manager
Diagram showing proprietary independent research and proven investment process feeding into your portfolio.

The Private Client Experience

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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Mitch's Mailbox
August 18th, 2022
Mitch Looks at New Rules for Inherited IRAs
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Mitch on the Markets
August 15th, 2022
What Does a Strong Dollar Mean for the Markets and Global Economy?
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Private Client Group
August 15th, 2022
Inflation Falls, Wages Rise, Productivity Declines
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Mitch's Mailbox
August 11th, 2022
3 Changes to Social Security That May Affect Your Retirement Plan
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Private Client Group
August 9th, 2022
3 Investing Categories for this High Inflation/Rising Rate Market 
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Mitch on the Markets
August 9th, 2022
3 Economic Indicators to Watch in the Second Half of 2022
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Daily financial tips directly
from the Zacks family.

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