zacks investment management

In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research. As a boutique wealth management firm, we apply the time-tested insights of our parent company to create models like the Zacks Dividend Strategy. Since our inception, Zacks Investment Management has been dedicated to delivering results for our clients by seeking excess returns over standard benchmarks within a risk-controlled framework. Ultimately, our active management approach and bottom-up fundamental stock selection process were built upon the very discoveries that changed the industry over 40 years ago, and have generated exceptional results ever since. Within the Zacks Dividend Strategy, we will continue to adhere to this discipline in all market cycles. “The Zacks legacy was born on research and it has been proven through history. We’re an independent family business and to this day we’re proud to share the fruits of our expert insights for the benefit of our clients.” Mitch Zacks Principal and Senior Portfolio Manager

ziegler

Ziegler is a privately held investment bank, capital markets and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables us to generate a positive impact on the communities we serve. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, fixed income sales & trading and research. In 1902, B.C. “Ben” Ziegler started an insurance business, loaning money to farmers in West Bend, Wisconsin. Over a century later, we are still committed to the people and organizations we serve. Ziegler’s rich heritage is grounded in integrity, teamwork and innovation. Specializing in the healthcare, senior living and education sectors, Ziegler’s deep knowledge and commitment to these specialty sectors enable our teams to customize creative tailored solutions that meet our clients’ strategic and financial goals. With over $24 billion of new issue debt since 2000, Ziegler is a recognized leader in not-for-profit underwritings. Our ability to distribute creative fixed-income offerings to our clients makes Ziegler a well-rounded and innovative financial services firm. No matter what the future holds, one thing is certain…Ziegler will remain committed to advancing the health, wealth, and well-being for our clients, our colleagues and our communities. B.C. Ziegler and Company | Member SIPC (www.sipc.org) & FINRA (www.finra.org) Third party posts on this profile may not reflect the views of B.C. Ziegler and Company and have not been reviewed for accuracy or completeness. Ziegler complies with federal equal opportunity laws.

InvestiFi

Investing for everyone. Growth for your FI. Keep account holders — and their assets — with your financial institution while helping them build a financially secure future. InvestiFi’s self-directed investment solution integrates seamlessly into your existing digital banking platform to attract new account holders and expand your relationship with existing ones.

Group One Trading, LP

Group One is a proprietary trading firm, focused on making markets in US equity options by leveraging superior risk management and software development. We provide an atmosphere where employees can grow with the company, and where we recognize output achieved rather than hours clocked. For more information and current opportunities, please visit our website www.group1.com.

PGIM Private Capital

We use a patient, long-term investment strategy applying our scale, relationships, and experience. With our global network, we penetrate target markets and offer deal flow to investors, while building direct relationships with prospective issuers.