Research-driven investment management for the long-term growth portion of your plan.
Mitch Zacks joined Zacks Investment Management in 1996 and has led its portfolio management team for many years. As CEO and senior portfolio manager, he oversees the firm’s investment process and the engineering of its quantitative strategies.
His background includes a BA in Economics from Yale University and an MBA in Analytic Finance and Statistics from the University of Chicago. He has also written two books about quantitative investment strategies and corporate earnings research.
At Factor, Zacks Investment Management supports the long-term growth portion of the retirement plan. Mitch leads a broader portfolio team that includes experienced analysts, portfolio managers, and CFA charterholders working within a disciplined research process.
Factor remains your central point of contact. We coordinate the investment work with your income needs, tax picture, risk plan, and the rest of your financial life.
Zacks Investment Management is an independent third-party investment manager and is not an employee of Factor Financial.
Let’s have a quick chat about your retirement plan.
A relaxed, no-pressure conversation to see where you stand and whether working together makes sense.
