Zacks Investment Management

Zacks Investment Management, a wealth management boutique formed in 1992, is a leading expert on earnings and using earnings estimates in the investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S. We manage billions of dollars in Assets Under Management.

To learn more please contact Brian VandenHeuvel

1-480-658-3995

bvandenheuvel@zacks.com

Industry-Leading Strategies Exclusive to Zacks Clients!


As an asset management leader born out of one of the country’s largest providers of independent research, we offer our clients the advantages of unbiased advice, greater transparency and fully customized portfolios. Zacks strategies are derived from our own research and innovation, including the proprietary Zacks Rank stock selection model as well as our pioneering earnings surprise and estimate revision factors.

We Build Result-Oriented, Custom Portfolios.

Our approach is to use our time-tested strategies and unbiased research for the advancement of your personal investment goals. By working one-to-one with you to understand your situation we can provide a custom portfolio that reflects your needs for growth, risk, income and goal timeline.

Performance is Everything

The simple fact is that, in investing, much comes down to results. As a top performing investment manager in several asset classes, we have three investment strategies that are rated in the top 2% of their respective Investment Strategy Classes by Morningstar (as of 6/30/2017).