AJ Montgomery's Contact Details

AJ Montgomery's Company Details

Zacks Investment Management

Chicago, Illinois, United States • 51 - 200 Employees
Financial Services

In 1992, Zacks Investment Management was established as a wholly ownedsubsidiary of Zacks Investment Research. As a boutique wealthmanagement firm, we apply the time-tested insights of our parentcompany to create models like the Zacks Dividend Strategy.Since our inception, Zacks Investment Management has been dedicatedto delivering results for our clients by seeking excess returns over standardbenchmarks within a risk-controlled framework.Ultimately, our active management approach and bottom-up fundamentalstock selection process were built upon the very discoveries that changedthe industry over 40 years ago, and have generated exceptional resultsever since. Within the Zacks Dividend Strategy, we will continue to adhereto this discipline in all market cycles."The Zacks legacy was born on research and it has been proven throughhistory. We're an independent family business and to this day we're proudto share the fruits of our expert insights for the benefit of our clients."Mitch ZacksPrincipal and Senior Portfolio Manager