Unlike many other firms, KSI does not develop or market its own financial products. We do not make markets in securities, risk firm capital nor push proprietary products. We have one goal, one Mission: Service our Client, the Advisor.
KSI offers a Registered Investment Advisory service through Kovack Advisors. Kovack Advisors separately managed accounts offers a unique selection of fee-based programs designed for use with annuities, life insurance products as well as traditional mutual fund, stock and bond accounts.
KSI Insurance Services is our Fixed Insurance division which provides an array of Insurance Products and services through Independent Brokerage & BISYS Insurance Services to all of our Advisors and Agents. Click here to learn more about KSI Insurance Services.
KSI uses both National Financial Services, LLC Company, (NFS) wholly owned by Fidelity Investments and Pershing, wholly owned by The Bank of New York which provide financial and investment services to a global correspondent firm network.
Members of the New York Stock Exchange, both clearing firms provide a broad range of investment-related products and services to the financial services community, which includes clearance, execution, settlement and management information services.
By leveraging their technology, products and operations capabilities, our clearing firms provide a comprehensive package of products and services.