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Our Expertise
Is Your Advantage
Performance driven, automated investing from Zacks Investment Management.

Low fees, low minimums and 30 years of investment experience
Invest NowInstitutional Intelligent Portfolios™
Zacks Advantage is the actively managed, performance driven online investment advisor that builds, monitors, and rebalances your portfolio - so you don't have to.

We create a customized portfolio just for you. And we’re so confident you’ll be satisfied with your advisory service, we offer our "Advantage Pledge" – we’ll refund 100% of your management fees. No questions asked.

Ready to build your custom portfolio?

Get Your Portfolio RecommendationInstitutional Intelligent Portfolios™

We use low cost ETFs and active management.

Each of Zacks Advantage risk delineated portfolios are adjusted on a monthly basis in accordance with Zacks Investment Management's proprietary 10 year forecast and the Zacks Investment Management team’s market risk analysis.

As part of the Zacks Advantage active management service, portfolio allocations between equity, fixed income and commodities are adjusted in step with monthly forward looking risk projections.

See How It Works

Put a world-class investment team in your corner.

Since 1978, the Zacks Investment Research team has given investors a trading advantage through its Zack Rank stock-rating system. Today, Zacks Investment Management is a leading wealth management firm with over $3 billion under active management.

Meet Our Team

Seasoned investment managers are behind every choice we make.

Zacks Investment Management has a history of delivering performance and has been named Manager of the Decade by PSN. Five of Zacks Investment Management's strategies are in the top 10% in annual returns nationally and the Focus Growth Strategy is in the top 1% (among 1,203 other fund managers).

Zacks Investment Management applies their disciplined investment management approach to Zacks Advantage driving portfolio performance in a low cost, tax efficient automated investment advisory service.

Explore the Zacks Advantage PortfolioInstitutional Intelligent Portfolios™
Traditional Advisors Charge An Average Of
On Client Assets.*
* According to a 2015 Cerulli Gobal Analytics study which reported the average 2014 annual explicit client fee for sub-advisory separate accounts.
Compare Zacks Advantage Fee - Up To 75% Lower Rates
for accounts $5,000-$99,999
for accounts $100,000 and above

Learn how we seek to manage risk and boost performance

Zacks Advantage is designed to make wealth management simple. But some folks enjoy digging into the details. If you’d like to learn more about how we use our allocation models to manage risk, increase tax efficiency and more, download our white paper, "The Zacks Advantage Approach to Automated Index Investing."

Download our white paper
"The platform uses, Schwab technology but relies on Zacks' investment research to target HNW investors"
“Zacks Advantage may just have the most diversified portfolios among all of the robo-advisors.”
"With its experienced management team, unique forecasting approach, adaptive asset allocation and proprietary ETF ranking system, its robo can bridge the gap between completely passive and totally active investment management."
“The newest entrant to digital advice is no stranger to investors. Zacks is a multi-dimensional player, well known for tracking corporate earnings.”
Seasoned investors with a high-net-worth will have plenty to like about Zacks Advantage, but even small investors will like the easy-to-use advisory platform of the newest entrant in the world of automated online investing.