Zacks Investment Management, Inc.

Zacks Investment Management provides discretionary portfolio management to a broad client base that includes individuals (including high‑net‑worth clients), trusts and estates, retirement plans, charitable and corporate entities, and institutional investors. The firm also serves as an adviser and model provider to wrap fee and UMA programs and to other investment advisers, and offers vehicles including separately managed accounts, public and private pooled funds, mutual funds and ETFs, a robo‑advisor program (Zacks Advantage), and alternative private funds.

The firm’s investment process combines quantitative and qualitative analysis driven by proprietary Zacks models—notably a stock‑ranking approach centered on earnings‑estimate revisions—and applies those models across a wide menu of strategies (multi‑cap, dividend, ESG, small‑/mid‑cap, international, fixed‑income tilt, long/short, and tactical multi‑asset). ZIM also leverages data from its parent company and runs higher‑turnover quantitative strategies (the Quantitative Strategy typically holds roughly 125–260 names) that, by design, are implemented on specific custody platforms.

What is distinctive about ZIM relative to many enterprise peers is its mix of high client density and a substantive wholesaling/model business: recent filings show the firm managing thousands of client relationships with a high client‑per‑advisor ratio (over 300 clients per advisor), while concurrently licensing indices and model portfolios to ETF/UIT sponsors and other advisers through its Zacks Index Services. The firm’s role as both a direct manager and a provider of indices, models and private alternative funds (including arrangements that use performance‑based fees) means it operates across retail, institutional, and third‑party distribution channels in ways that are less common among large advisory firms.