Make sure your investment advisor is working for you.

(Does Your Investment Advisor Stack Up?) Get Your Free Guide Now

Is your investment advisor looking out for your interests? In a recent survey, about 60% of respondents said they think their financial advisors serve their companies’ interests more than their clients’ interests.1

Our FREE guide, Does Your Investment Advisor Stack Up?, gives you our thoughts about what you should expect from your financial advisor, plus some warning signs of potential problems.

Learn more about advisor “red flags” including:

  • If you receive a “one-size-fits-all” investment strategy
  • If your advisor earns commissions on your investments
  • If you can’t easily understand your portfolio’s performance
  • If your advisor does not clearly disclose all fees

If you have $500,000 or more to invest and want to learn more, get your FREE guide today by filling out the form to your right. 

Please fill out the information below for your free guide.

*By clicking the button below, I agree to and have read the Privacy Policy & Terms of Service, accessible via this hyperlink, and consent for Zacks and its affiliates/agents to call or text me or leave a voicemail for any purpose at any number provided, including via automatic telephone dialing system and/or prerecorded voice, and such consent is not required to purchase goods or services as I may always call directly at 1-800-701-9830.



Just a Quick Word About Us

Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios with many top rated strategies by Morningstar.