SEC Disclosures and ADV Forms

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

Zacks Intelligence LLC ("Zacks Intelligence" or "ZI" or the "Adviser") was founded in 2024 and has been a registered investment adviser with the United States Securities & Exchange Commission since December 2024. Zacks Intelligence is a wholly owned subsidiary of Zacks Investment Research, Inc ("ZIR"). Zacks Intelligence has two separate advisory businesses, Zacks Wealth Partners and Zacks Insight (a product of Zacks Intelligence LLC).

Accounts with the Zacks Wealth Partners program are primarily managed on a discretionary basis. This program offers individuals (each referred to as a “Client”) an asset allocation approach to investments. Adviser is hired by Clients to manage assets according to a specific investment strategy (or strategies) based on each Client’s investment objectives. Zacks Intelligence has a sub advisory agreement with Zacks Investment Management, Inc., an affiliate, to assist in providing these services.

Zacks Insight provides individuals (each referred to as a “User”) with an interactive online platform at zacksinsight.com (the “Site”). Zacks Insight’s primary service generates investment recommendations, investment guidance, and financial/market related information based on User queries, through use of artificial intelligence, investment tools, and large language models on a non-discretionary basis (the “Service”). The Service is generally tailored to each User’s personal financial needs/goals, individual circumstances, and risk tolerance, though the level of personalized advice will differ based on the User’s Tier. The Service is offered at three subscription tiers: “Basic”, “Pro”, and “Premium” (each a “Tier” and collectively the “Tiers”). Each Tier offers differing levels of access to the artificial intelligence, investment tools, and research materials available, as well as differing levels of access to Zacks Wealth Partners Investment Consultants.

As a Registered Investment Advisor, transparency and compliance are at the core of our operations. Below, you will find our ADV Part 2A and Form CRS which outline important information about our advisory services and business practices. Additional disclosures can be found on the SEC's website here