Zacks Investment Management is a boutique wealth management firm established in 1992, leveraging research from its parent company, Zacks Investment Research. It offers customizable investment plans and comprehensive wealth management services to individuals and institutions, focusing on data-driven strategies to reduce risk and improve returns. Their unique selling proposition is the use of earnings estimate revisions and surprises to inform investment decisions, a methodology pioneered by Len Zacks. The firm targets high-net-worth individuals and institutional investors seeking disciplined, research-based investment management.