Zacks Wealth Management

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Jul 11, 2007 2:13 pm

Has anyone came up against the Wealth Management Group at Zacks?


Several ACAT's in the office as a result.

Jul 11, 2007 3:37 pm

No, Omegafemale, I haven't.

Jul 11, 2007 4:05 pm

No,  but I am familiar with their reseach and screening process. Their returns have been great. You can do the same trades yourself for about 1500 a year(the cost of a one year subscription to their screened portfolios). I know a person in my office that does it and does well. The problem is that the research is theirs and may not be backed by your compliance dept.

Jul 11, 2007 4:56 pm

and in the end.....
the love you take
is equal to the love you make


"Remember when you said that? Is that true?"


What does that mean? Your wife will only let you go backfield if she can do you in the brown first?

Jul 11, 2007 5:31 pm

We can get it at LPL $30 a month.


Jul 11, 2007 6:07 pm
AlphamaleB4u:

Has anyone came up against the Wealth Management Group at Zacks?


Several ACAT's in the office as a result.



Let me get this straight...Zack's is out there bringing in assets direct from clients?  Not just as a money manager working through advisers?

Jul 11, 2007 8:52 pm
Greenbacks:

We can get it at LPL $30 a month.


Thats because LPL is god...lol

Jul 12, 2007 8:30 am
joedabrkr:
AlphamaleB4u:

Has anyone came up against the Wealth Management Group at Zacks?


Several ACAT's in the office as a result.



Let me
get this straight...Zack's is out there bringing in assets direct from
clients?  Not just as a money manager working through advisers?





Yes. http://www.zackswmg.com/



It's an Internal SMA program.



There are now a bunch of Zacks ETF's out, so I kind of question why you
would want to go with Zacks directly vs buying shares of the
Claymore/Powershares/Zacks ETF's.

Jul 12, 2007 11:51 am

it is the meaning of life.


 The quote is from the last song on the greatest album of all time. abbey road.

Jul 12, 2007 12:04 pm
Jul 12, 2007 12:21 pm

i use mostly the UIT's from claymore that offer 1 year portfolios for zacks midcap, large cap growth and now a small cap portfolio.