Services
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.
Through our sub-advisory relationship with Zacks Investment Management (ZIM), our Custom SMA program delivers a professionally managed, diversified equity portfolio tailored to your specific investment objectives, risk tolerance, and tax situation.
Each portfolio is constructed by ZIM using their proprietary Alpha Rank Superscore — a multi-dimensional alpha signal incorporating ranks from the Focus Growth, Dividend, and All Cap Core models, the qualitative opinion of Zacks research analysts, and top-ranked scores from the Zacks Indicator earnings estimate revision model.
ZIM's risk optimization uses a quantitative approach that balances maximizing portfolio exposure to the Alpha Rank Superscore while minimizing active risk relative to your chosen benchmark. Tax-aware decision making considers capital gains budgets and tax loss harvesting to maximize after-tax returns.
Each portfolio is constructed by ZIM using their proprietary Alpha Rank Superscore — a multi-dimensional alpha signal incorporating ranks from the Focus Growth, Dividend, and All Cap Core models, the qualitative opinion of Zacks research analysts, and top-ranked scores from the Zacks Indicator earnings estimate revision model.
ZIM's risk optimization uses a quantitative approach that balances maximizing portfolio exposure to the Alpha Rank Superscore while minimizing active risk relative to your chosen benchmark. Tax-aware decision making considers capital gains budgets and tax loss harvesting to maximize after-tax returns.
Key Features
- 80–100 diversified positions after full transition
- Sector-constrained to manage concentration risk
- Proprietary Alpha Rank Superscore stock selection
- Quantitative risk optimization vs. S&P 500 or custom benchmark
- Tax-loss harvesting and capital gains budgeting
- Monthly reporting and portfolio transparency
Custom SMA portfolios are managed by Zacks Investment Management (ZIM) as sub-advisor to Zacks Wealth Partners. All investment strategies and research referenced above are provided by ZIM.
Interested in Custom Separately Managed Accounts?
Speak with one of our advisors to learn how this solution can fit your financial plan.