We’re committed to those who think for themselves
$5 Billion +
200 Million +
At Zacks Trade, we’ve always been partial to independent thinkers. It takes courage to have faith in your own convictions and question conventional wisdom, especially when it’s your own money at stake. That’s why we treat every client with the utmost respect, regardless of their experience level. We’re committed to providing traders and investors like you with the cutting edge tools, research and customer support you need. So you’re free to pursue your investment goals the way YOU want.
We’ve championed self-directed investors since 1978, when our founder, Len Zacks, published a highly influential paper which first documented his innovative investment approach: analyzing earnings estimate revisions to predict stock movements.
That ultimately led to the creation of Zacks Investment Research (ZIR), based in Chicago for more than 30 years, and the establishment of LBMZ securities, the broker/dealer component of Zacks Group. Today, ZIR is the second largest independent equity research firm in North America, and Zacks Companies as a whole manage more than $5 billion in assets.
Despite that growth, we’ve never lost sight of our roots. Zacks Trade retains our founder’s independent spirit and rigorous, analytical approach in every aspect of our business. We continuously strive to make sure you have everything you need to be successful – your OWN way.
After discovering that Analyst Estimate Revisions are the most powerful force impacting stock prices, Len and Ben Zacks founded Zacks Investment Research more than 40 years ago to help individual investors use the patterns in Estimate Revisions to improve their portfolio performance. In 1982, the Zacks brothers created the metric of the Analyst based Earning Surprise, which evolved into the “meet or beat” paradigm that now underlies much of equity investing. Building on their success with the Earnings Surprise, they developed the Zacks Rank; A stock ranking system that incorporates both Earnings Surprises and Estimate Revisions into a 1 to 5 Rank for each stock (where 1 is best). He holds a PhD in Mathematics from the Massachusetts Institute of Technology (MIT). He holds the FINRA Series 7 and 24 licenses
Thomas Cleary has served as the Chief Compliance Officer of LBMZ Securities since November 2019. Prior to joining LBMZ Securities, Mr. Cleary was a Compliance Director at Lasalle Street Securities LLC and LaSalle Street Investment Advisors. Thomas Cleary maintains FINRA Series 7, 24 and 66 licenses and the Certified Regulatory Compliance professional (CRCP) designation from Wharton.
1. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research is not a licensed securities dealer, broker or US investment adviser or investment bank.