Custom Separately Managed Accounts
Individually tailored equity portfolios sub-advised by Zacks Investment Management using their proprietary Alpha Rank Superscore methodology, custom risk constraints, and tax-aware decision making.
Learn more
Our Services
Wealth management built around your goals
From custom equity portfolios sub-advised by Zacks Investment Management to holistic financial planning, we offer personalized solutions for every stage of your financial journey.
Retirement Planning
Comprehensive retirement income strategies combining equity growth with high-quality fixed income for reliable cash flow.
Learn moreFinancial Planning
Goal-based financial planning that considers your full picture — investments, tax strategy, estate planning, and risk management.
Learn more
Zacks Investment Management — Affiliate Sub-Advisor
Institutional equity strategies available to our clients
Through our sub-advisory relationship with ZIM, clients can access these proven quantitative strategies.
| Strategy | Benchmark | Description | Morningstar Ranking |
|---|---|---|---|
| All Cap Core | Russell 3000 | Broad U.S. equity exposure across large, mid, and small cap stocks. | Top 21% of 1,442 managers (All-Domestic Equity, 10yr) |
| Dividend | Russell 1000 Value | Income-oriented strategy focused on dividend-paying equities. | Top 21% of 938 managers (Large Value, 10yr) |
| Focus Growth | Russell 1000 Growth | Concentrated large cap growth strategy targeting highest-conviction ideas. | Top 7% of 900 managers (Large Growth, 10yr) |
| Mid Cap | Russell Midcap | Mid-capitalization equity strategy targeting alpha in the mid-cap space. | — |
| Small Cap | Russell 2000 | Small-capitalization equity strategy for diversified growth exposure. | — |
All strategies and rankings shown are those of Zacks Investment Management, our affiliate sub-advisor. Past performance does not guarantee future results.
Find the right strategy for you
Our advisors will help determine which combination of services best fits your financial goals.