Built for You
Kovack Advisors, Inc. (KAI), an SEC Registered Investment Advisor, provides independent financial professionals with flexible, client-aligned solutions. Leverage our robust platform and support to deliver tailored financial strategies.
Tailored Client-Centric Strategies
Offer your clients diverse fee-based accounts and programs, aligning your compensation with their portfolio’s success. KAI provides access to a curated list of third-party money managers, empowering you to create personalized investment strategies. Experience the freedom to choose the best options for your clients with our unbiased support.
Your Partnership, Our Priority
We want our relationship with you to be just that—a genuine relationship. Here’s how we go about making that happen.
Direct Access
to Leadership
Connect directly with senior management for personalized guidance.
Independent
Freedom
Structure your practice your way without pressure to sell specific products or meet quotas.
Exceptional
Support
Benefit from a dedicated support team with an industry-leading advisor-to-staff ratio.
Streamlined
Operations
Simplify your workflow with our easy-to-use documents and procedures.
Comprehensive Resources for Your Advisory Practice
Access a wide range of investment products and cutting-edge technology platforms, including:
Mutual Funds | Managed Accounts | Insurance & Annuities
Centralized Asset Accounts | Fidelity – Wealthscape℠ | Pershing – NetX360™
Advanced Solutions:
CHOICE+ Programs & TAMP Services.
In addition to robust wealth management products, CHOICE+ provides a host of ancillary services, giving you the tools to automatically rebalance portfolios, maintain models with discretion, view sophisticated performance reports, generate enhanced proposal illustrations, leverage the platform’s CRM capabilities, and much more.
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Rep as PM: An advisor-directed account that allows you to independently select the appropriate mix of investments.
Third Party Money Managers (SMAs): Separately Managed Accounts managed individually by third-party asset management firms, each specializing in a single investment style, category, or sector
Unified Managed Accounts (UMAs): Combine investment products and third-party asset management strategies under one account.
Leverage our turnkey technology for competitive, independent advisory services. Benefit from our comprehensive support, competitive pricing, and access to leading custodians.
Seamless Transitions
Our dedicated transition team delivers a smooth onboarding experience.
Discover how Kovack Advisors can empower you to achieve your professional goals and deliver exceptional client service
