Zacks Investment Management Email Format

Financial ServicesIllinois, United States51-200 Employees

Zacks Investment Management operates as a boutique wealth management firm within the financial services industry, based in Chicago, Illinois. Founded in 1992 as a wholly owned subsidiary of Zacks Investment Research, it leverages the parent company's research heritage to construct investment models, including the Zacks Dividend Strategy. It emphasizes active management and a bottom-up, fundamental stock-selection approach, with the aim of delivering excess returns over standard benchmarks within a risk-controlled framework. It serves clients seeking disciplined asset management and systematic equity strategies grounded in research insights. Leadership describes the business as an independent family enterprise with a long-standing commitment to sharing expert insights for clients' benefit. Recent quarterly activity has included new equity stakes in several public companies, such as DuPont de Nemours, Twilio, Exact Sciences and Amazon, reflecting ongoing active portfolio management.

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