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| Investment Manager Selection and Due Diligence Process - |
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| Kovack Advisors uses a comprehensive process for identifying the premier investment managers. Our goal is not only to identify the premier managers , but those that provide the best opportunity to add value to a client's existing portfolio. It is a multi-phase approach comprised of three primary steps: |
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Identification and qualification of managers |
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Qualitative and quantitive analysis of the manager's investment approach, practice, and performance |
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Ongoing monitoring of the approved manager and discipline(s) |
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| Through this process, we can distinguish and leverage some of the top investment managers - defined as those managers that can be expected to deliver consistent and sustainable results over various market cycles. |
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