The minimum for each investment category is $50,000.

ZECP+ is a cost-effective custom asset allocation solution that pairs the Zacks Earnings Consistent Portfolio ETF (ZECP) with a suite of satellite strategies to provide a personalized portfolio for each investor.

What do you get for the cost of an ETF?

Suite of Specialty SMA Tilts

These satellite strategies span a range of sectors, asset classes and themes, including Inflation Protection, Fixed Income, Small-Cap Growth and ESG.

Custom Asset Allocation

ZECP+ portfolios are composed of a personalized combination of ZECP and any number of SMA tilts, for a holistic portfolio solution in a single account structure.

Hands-on Management Team

A member of the Zacks Investment Committee designs each custom allocation and provides ongoing support to adapt to your clients’ evolving needs.

Elevated Investment Experience

ZECP+ makes custom investing accessible. Low entry points mean you can elevate your investment offering for all or a portion of your client base.

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