Todd Doobrow
Certified Financial Planner at RFG Advisory
brian levy
investment consultant and certified financial planner
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See full contact details in OrionContact Information
Professional Email
****@****.com
Personal Email
****@****.com
Work Phone
(773) 972*****
Mobile
(773) 972*****
Local Location
chicago, illinois, united states
HQ Location
chicago, illinois, united states
Industry
financial services, finance
Designation
investment consultant and certified financial planner
Birthday
-
Gender
male
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
HQ Location
chicago, illinois, united states
Industry
financial services
Employees
129
Founded
1992
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