Home Page
About KAI
Fee Platforms
Kovack Advantages
Contact Us

Choice Advisor
Choice UMA
Choice SMA
Choice ETF
Choice Fund
Choice 401k Vestwell TAMP

CHOICE UMA or Unified Managed Account (UMA) provides an Advisor the opportunity to combine multiple programs types into one “unified” or "core" account. Through the use of "sleeves", assets can be assigned so that a Client can combine the unique benefits of individual security ownership through individually managed accounts with those of traditional mutual funds and ETFs, without having to open multiple accounts.

• Account sleeves can include Approved UMA Managers, CHOICE Fund, CHOICE ETFs & CHOICE MSA.

• Professional "overlay" management of all investment products and underlying securities

• Minimum account size is $50,000 per sleeve

• Clients receive regular monthly statements

• Performance Reports are available on all accounts

Manager List

Send email to Kovack Advisors | Call us at 954-670-0617
Copyright © 2015. All rights reserved Kovack Advisors, Inc.