Zacks Investment Management, Inc.

Zacks Investment Management, Inc.

Zacks Investment Management, Inc.

Overview
Date Founded

1991

Headquarters

227 West Monroe Street,Suite 4350,Chicago, IL 60606-4900

Type of Company

Private

Employees (Worldwide)

105

Industries

Investment Services & Portfolio Management

Company Description

ZIM manages their investment strategies through the application of a hybrid research process, which uses both quantitative and qualitative criteria. The firm uses proprietary models to quantitatively assess the attractiveness of a large universe of stocks based primarily on an analysis of changing patterns of multiple fundamental factors. They utilize data from Zacks Investment Research as a tool in managing portfolios.

Contact Data
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Executives & Employees

Chief Executive Officer & Senior Portfolio Manager

Fixed Income Portfolio Manager

Assistant Portfolio Manager

Assistant Portfolio Manager

Executive Director, Private Client Group

Chief Financial Officer

Chief Compliance Officer

Managing Director, Private Client Group

Managing Director

Director of Institutional Business Development

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Advisors & Consultants
Custodian

Goldman, Sachs & Co. (GS&Co.), a limited partnership registered as a U.S. broker-dealer and futures commission merchant, together with its consolidated subsidiaries (collectively, the firm), is an indirectly wholly owned subsidiary of The Goldman Sachs Group, Inc. (Group Inc.), a Delaware corporation. The firm is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.

Custodian

Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City and was founded in 1969. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Administrator

NAV Consulting, Inc. provides fund administration services for alternative investment management. It works with all types of funds varying by strategies, asset classes, use of derivatives and leverage, sectors and regions.which includes hedge funds, private equity and real estate funds, commodity pools, managed accounts and multi-advisor platforms. The company was founded in 1991 and is headquartered in Oakbrook Terrace, IL.

Non-Profit Donations & Grants
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