Company Information

Get to know Zacks Investment Management

Founded in 1992, Zacks Investment Management (ZIM) is a wholly-owned subsidiary of Zacks Investment Research, a prominent independent investment research firm. ZIM operates as a wealth management boutique, combining the extensive quantitative research and proprietary models of its parent company with personalized financial planning and portfolio management. The firm's mission is to help its clients, primarily high-net-worth individuals, families, and institutions, achieve their financial goals through a disciplined, research-driven investment process.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Zacks Investment Management

United States

Founded in

1992 (34 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.