Where Should You

Invest in 2005?

Ben Zacks tells all in his
FREE "2004 Market Outlook"

Read on to get your free copy.

 

Are you concerned about recent events and increased volatility? We certainly are and we're doing something about it! We are currently constructing solutions and hunting down companies that will likely benefit from the current environment. And we'd like to share these strategies with you.

  • Does your current advisor instruct you when to buy and seems to forget to tell you when to sell?
  • Are you suspicious of your current manager's research?
  • Are you tired of accepting poor results?
  • Are you overwhelmed with managing your own assets?

We can help create profitable solutions.

How can you benefit from our hard work? You can hire Ben Zacks and the firm's Investment Committee to create and manage an asset allocation model that can help you meet your goals of Growing and Protecting your money.

Zacks Investment Management - Wealth Management Group

MISSION
Our mission is to apply the best quantitative models and the best seasoned judgment of expert investment professionals to your personal financial situation.

For over 25 years we have utilized this approach providing research and investment management for individuals and institutions.

We have developed a three step process designed to allow the expertise of the Zacks Investment Committee to dynamically change each client's asset allocation to match the client's personal financial situation.

We call this Personalized Wealth Management.

WEALTH MANAGEMENT
By entrusting Zacks Investment Management with the management of your wealth, you are capturing nearly three decades of a unique expertise that you cannot find elsewhere. Through a careful and powerful review process, we select equity, fixed-income and cash instruments best suited to each of our clients individual needs.

Our allocation model considers a number of macro and micro-economic indicators as well as each client's individual investment goals, time horizon and risk tolerance.

ASSET ALLOCATION
Our allocation process can help reduce investment risk and optimize potential return because it incorporates a strategic mix of asset classes rather than attempting to pick the single best performing asset class or individual security.

Along with our time-tested proprietary earnings model, we incorporate a separate model designed to predict the future value of interest rates, credit spreads and inflation.

Our Investment Committee, led by Ben Zacks, will review your personal financial situation and make an allocation decision based on your specific needs. It does not require millions in order to participate. Ben Zacks and his team accept accounts of $200,000 or more.

The Committee monitors the asset allocation model and may make changes on an as needed basis due to changes in either the investment environment or your personal situation. We strive to remain diversified and timely in our individual holdings and broad market forecasting.

INDEPENDENT
For over 25 years Zacks has been a leading independent financial research firm dedicated to providing world-class objective and unbiased research to hundreds of financial institutions worldwide.

We employ approximately 50 analysts in the United States, Europe, Latin America and Asia. Our team of research professionals maintains coverage of over 1,200 U.S. and International companies.

This universal coverage is important because our Investment Committee relies on the valuable regional insight that each analyst brings to the firm.

Zacks is currently the second largest provider of Independent Research in the country.

A FEW WORDS WHY WE BELIEVE INDEPENDENCE IS IMPORTANT
Zacks is not an investment-banking firm nor are we a mutual fund company. We are an investment management and research firm dedicated to producing our own unbiased and independent research. Our only interest is getting it right. By hiring Zacks, you are hiring dozens of talented and committed finance and investment professionals who are all working hard toward a common goal; reducing your investment risk and optimizing your potential return.

Register now for your FREE kit that outlines our Investment Philosophy and Track Record.

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Zacks Investment Management – 155 N. Wacker Drive – Chicago, IL 60606

 
Past performance is not a guarantee of future results. Zacks Investment Management, Inc. is a wholly-owned subsidiary of Zacks Investment Research. Zacks Investment Management is an independent Registered Investment Advisory firm and acts an investment manager for individuals and institutions. Zacks Investment Research is a provider of earnings data and other financial data to institutions and to individuals. As well, Zacks Investment Research publishes independent equity research with coverage of nearly 1,200 companies. The firm employs approximately 50 analysts in the U.S. and abroad. One or more investment advisory accounts for which Zacks acts as investment advisor may own or have sold short securities and/or hold long and/or short positions in options reviewed in any one or all of its publications to include (but not limited to) Zacks.com, ZacksAdvisor.com, Zacks Equity Research. Officers, directors and/or employees of Zacks may own or have sold short securities and/or hold long and/or short positions in options reviewed in these same publications.

The Zacks Performance Rank performance is the total return (price changes + dividends) of equal weighted portfolios, consisting of those stocks with the indicated Zacks Rank, assuming zero transaction costs and monthly rebalancing. The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor's. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees. An investor cannot invest directly in an index.