Fort Lauderdale, FL Office

Zacks Investment Management, Inc. provides discretionary investment management to individuals, associated trusts and estates, retirement plans, pooled investment vehicles and other institutional clients, and it serves as portfolio manager to mutual funds and ETFs. The firm also offers retail wealth management, alternative investment strategies, and model portfolios, and it distributes strategies through wrap‑fee and unified managed account (UMA) programs.

Its investment process blends proprietary quantitative models (including multi‑factor screens and the Zacks Performance Rank) with qualitative portfolio management, across a broad menu of strategies such as all‑cap core, dividend, quantitative, international, sector, fixed‑income and long/short approaches. ZIM uses ETF‑based asset allocation in its managed programs and operates an Index Services function that supports ETF and product construction alongside its discretionary offerings.

Noteworthy aspects of the firm include sponsoring its own wrap‑fee programs while acting as a portfolio manager on numerous third‑party wrap and UMA platforms, and managing affiliated mutual funds and ETFs that can result in layered fee relationships. ZIM is affiliated with a broker‑dealer and with its parent, Zacks Investment Research (whose data and research feed ZIM’s models), and it maintains a multi‑office and wholesale distribution footprint that supports both direct clients and other investment advisers.