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Choice Advisor
Unlimited flexibility in a low cost non-discretionary account managed by the advisor. Accessible investment options include 4,500 no-load mutual funds, stocks, bonds, alternative investments, and conservative option strategies. ...Learn more
Choice UMA
A sophisticated Unified Managed Account creates a diversified portfolio featuring multiple investment products and premier investment managers including separate accounts, mutual funds, and exchange traded funds all in one core account. ...Learn more
Choice SMA
A professional investment management program that can help clients structure and pursue a disciplined investment strategy. Traditionally designed for high net worth clients seeking access to institutional portfolio managers, account minimums start at just $100,000. ...Learn more
Choice ETF
A simple, cost efficient, professionally managed account consisting of Exchange Traded Funds, this platform is ideal for smaller accounts seeking stability of investment with low expenses. ...Learn more
Choice Fund
Comprised exclusively of Non-Transaction Fee (NTF) mutual funds, this account offers 1,500 no-load and/or load waived funds. Designed for maximum investment choices and flexibility with low cost of entry, this account is especially well suited for first time investors. ...Learn more
Choice Annuity
Management of existing variable annuity sub-accounts, and dedicated solely to management of existing variable annuities, this program is ideal for all clients seeking active investment of their sub-accounts. ...Learn more
Choice UMA TAMP
Kovack Advisors, Inc. has partnered with Wealthcare Capital Management, LLC, to bring you Choice UMH, a Unified Managed Household (UMH) program that offers the ultimate in investment choice combined with value-added household-based rebalancing and tax location services.. ...Learn more
Choice 401k Vestwell TAMP The 401(k) Choice Platform is a partnership between Vestwell and Kovack that provides a turnkey 401(k) platform for Kovack advisors to begin offering defined contribution solutions or convert existing plans. ...Learn more

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