Zacks Investment Management is a wholly owned subsidiary of Zacks Investment Research, one of the largest providers of … Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Form ADV Part 2A & 2B Do not return this document. Zacks Advantage (ZA) is a service offered by Zacks Investment Management (ZIM). As a financial advisory firm, Zacks Investment Management can provide a variety of financial planning services for Americans. Index Services . Mitch Zacks is the CEO & Senior Portfolio Manager at Zacks Investment Management. The research-driven firm is an offshoot of the well-known independent research firm, Zacks Investment Research. Each of Zacks investment strategies has strong underpinnings in one these anomalies and has been vigorously trialed and tested using 35-years of institutionalized knowledge and … If you have any questions about the contents of this brochure, please contact us at 312.265.9500. Form ADV Part 2A & 2B Do not return this document. of ZIM’s Form ADV Part 1. Zacks Investment Management provides customized investment strategies and services to a variety of investors, mostly individuals and high net worth individuals. Zacks Advantage combines the benefits of a robo advisor – low fees and advanced technology – with the outstanding client support and active investment oversight of a leading wealth management firm. Think of us as the robo advisor for the savvy investor. The Zacks Index Services division of Zacks Investment Management creates and manages quantitative investment models that are used in financial products available to investors worldwide. Please retain for your records. Tel. (312) 265-9263 Fax. Offering an expansive list of investment strategies and specializing in independent research, Zacks Investment Management is a Chicago-based financial advisor firm with more than $4.5 billion in assets under management. Zacks Investment Management, Inc. Part 2A of Form ADV The Brochure 1 South Wacker Drive – Suite 2700 Chicago, IL 60606 http://www.zackswmg.com/ Updated: May 2012 This brochure provides information about the qualifications and business practices of Zacks Investment Management, Inc. (―ZIM‖ or the ―Adviser‖). This brochure provides information about the qualifications and business practices of Zacks Investment Management, Inc. (“ZIM” or the “Adviser”). (312) 267-0105 Toll free. We are a respected leader in wealth management and known for providing clients with customizable investment plans and comprehensive wealth management services, based on their unique needs. Firm Details for ZACKS INVESTMENT MANAGEMENT, INC., Location: Illinois, AUM = 4531351097.00, Last Form ADV Filed : 30-June-2020, Officers: ZACKS INVESTMENT RESEARCH, INC., ZACKS, BENJAMIN, LAIB, ZACKS, LEONARD, HARVEY Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. Because of the vertical alignment with one of the largest independent equity research firms, Zacks Investment Management has access to a large team of analysts, data sets and analytical tools. To learn more, please call us … Gain free stock research access to stock picks, stock … Zacks Investment Management Inc /adv is a investment advisor registered with the U.S. Security and Exchange Commission and incorporated in the state of Illinois. This brochure provides information about the qualifications and business practices of Zacks Investment Management. For financial reporting, their fiscal year ends on December 31st. (800) 701-9830 This advantage has allowed the organization to identify several investment anomalies. As creator of the Pure Investing™ philosophy, he has a 20-year history with the firm and numerous accolades, including: Expert on quantitative investment strategies, developing many of Zacks' proprietary models. The research-driven firm is an offshoot of the well-known independent research firm, Zacks Investment Research. It has a relatively small team of 11 financial advisors on staff. Zacks Investment Management primarily works with individual investors, with an emphasis on individuals who don’t have a high net worth. 227 W. Monroe, Suite 4350 Chicago, IL 60606. Zacks Index Services manages the underlying indices behind ETFs, and also is a Please retain for your records. Its primary focus is on individual investors who do not have a high net worth, as this group currently comprises about 80% of the firm’s individual investor client base. Zacks Investment Management generally requires a minimum investment of $500,000 for its traditional investment advisory services. This minimum applies to both its wealth management program accounts and its individual fixed-income securities accounts. Zacks Investment Management. Welcome to Zacks Investment Management. If you have any questions about the contents of this brochure, please contact us at 312-265-9359. Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. The information in this brochure ZIM is a Registered Investment Advisor founded in 1992. under management in Item 5.F.
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