Zacks Investment Management

Overview

Zacks Investment Management is a Chicago-based private investment firm specializing in research-driven investment strategies and portfolio management services. The firm offers a range of investment solutions tailored to the needs of private clients, financial professionals, and institutional investors. Their approach emphasizes independent, data-driven research to inform investment decisions, aiming to reduce risk and enhance returns over time. The firm's investment strategies encompass various asset classes, including equity, fixed income, and commodities, and target multiple stages such as growth, late stage, pre-IPO, and buyout opportunities. Zacks Investment Management focuses its investments primarily within the United States, across a diverse array of industries, including technology, healthcare, financial services, consumer goods, energy, utilities, materials, real estate, telecommunications, consumer services, basic materials, industrials, consumer non-durables, transportation, and business services. With over $12 billion in assets under management, Zacks Investment Management has established a strong track record in the investment community. The firm has been recognized with numerous industry awards, including being named Manager of the Decade by PSN and earning top rankings from Morningstar. Their investment philosophy centers on unemotional, data-driven decision-making, aiming to provide clients with personalized, life-centered guidance to achieve their financial goals.