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Zacks Advantage harnesses technology to create efficiencies in portfolio investment management.
Zacks Advantage is powered by Institutional Intelligent Portfolios™, an automated investment management service sponsored by Schwab Wealth Investment Advisory, Inc. ("SWIA").

Zacks Advantage’s active portfolio management and Institutional Intelligent Portfolios™ technology work together to create an unbeatable team to drive portfolio performance. Our 3-minute video explains how Zacks Advantage can help you reach your financial goals. You’ll find out about our investment experience, our asset management approach, and the simple process you’ll go through to set up your custom-designed portfolio. It’s a quick and easy way to learn about everything Zacks Advantage offers.

Get Your Portfolio RecommendationInstitutional Intelligent Portfolios™

Pursuing Performance While Managing Risk

For a more in-depth, technical analysis of our asset allocation methodology, read our white paper: “The Zacks Advantage Approach to Automated Index Investing.”

Download Our White Paper PDF FORMAT 2.1MB