Risk-Based Model Portfolios
These are preset, risk-based models designed by our portfolio management team according to the Zacks Investment Committee’s asset allocation assumptions. With direct stock ownership, diversification and the tax-efficiencies of ETFs, these models are also actively managed throughout the year.
Because of their low entry point, these portfolios are especially well-suited to rising generation clients who are looking for a more personalized and sophisticated approach than the average offering. Advisors can use the ZacksOne platform to create a risk analysis, personalized investment proposal as well as ongoing performance reports.
Strategic allocations are subject to change. All asset allocation scenarios are for simulation purposes only and are not intended to represent a specific asset allocation strategy or recommend a particular allocation. Each investor’s situation is unique and asset allocation decisions should be based on an investor’s risk tolerance, time horizon and financial situation. Information above should not be construed as a recommendation to invest in a particular security.
