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What is $ymbil?

$ymbil is a dynamic online investment advisory platform that assesses your risk profile as an investor and recommends a risk-appropriate managed Ladenburg Fund. Ladenburg Thalmann Asset Management (“LTAM”) is an SEC Registered Investment Advisory firm established in 1982. We have over $2 billion in assets under management and a dedicated staff of professionals with over 100 years of combined investment management experience.

$ymbil is for all types of investors from novice investors opening their first account to the experienced investor who wants a simple, quick, and easy way to invest. $ymbil’s questionnaire places you into 1 of 5 portfolios based on age, investment goals, time horizon and tolerance for risk. Everything entered the $ymbil questionnaire is dynamic which allows a proprietary algorithm designed by LTAM to help make the investment decisions. The sign-up process takes less than ten minutes and the minimum investment is only $500.

Click Here to be recommended to a professionally manages risk-appropriate portfolio.

Benefits


➢Simple investing backed by trusted professionals
➢Actively managed portfolios
➢Automatic Investment Plan
➢Easy to use online and mobile investor portal
➢Review account performance
➢Utilize digital financial tools
➢Make updates or changes online
➢Small investment to get started

$ymbil Investments


➢Five actively managed portfolios ranging from conservative to aggressive that LTAM will recommend based on your $ymbil questionnaire answers.
➢Allocations differ based on your risk profile.
➢Account Types Available:
➢Individual/ Joint/ IRA (Traditional/Roth)
➢These portfolios are LTAM’s ETF Mutual Fund Portfolios.
➢For more info visit www.ladenburgfunds.com

 

How $ymbil Works


In a matter of minutes $ymbil recommends a risk appropriate portfolio based on a risk questionnaire, calculated using a proprietary algorithm consisting of four key components:

  1. Investors age
  2. The goal of the investment
  3. Risk tolerance
  4. Time horizon

Goal Based Investing


$ymbil allows you to create and name a goal for every account you open. Once you have been recommended a portfolio, fine tune your settings to help ensure you’re on track to reach your goals.

Whether adjusting the initial contribution, ongoing contributions or time horizon, our platform will re-calculate projections to ensure you get the right mix to increase the likelihood of achieving your goals.

$ymbil Investor Portal


$ymbil’s investor portal allows individuals to access their account via the $ymbil website or the $ymbil mobile app. Have access to your account in the palm of your hands by downloading the $ymbil app, available on both the iTunes App Store and Google Play Store now.
➢View your current account balance
➢Track your goals
➢Add/Edit Bank Account
➢Add/Edit Automatic Investment Plan
➢Make one time contributions


Search "Symbil Robo"

 

Check out $ymbil for yourself and begin investing in your future, Click Here to Register for $ymbil Now!


$ymbil is a service of Ladenburg Thalmann Asset Management, Inc. (LTAM) a registered investment adviser. Before investing, please review the LTAM $ymbil Disclosure Brochure and applicable mutual fund prospectus for further information about the Fund’s expenses and other charges. $ymbil does not provide comprehensive investment advice or consider other assets held by clients. LTAM does not exercise any form of discretion over a $ymbil client’s investments. Clients have no obligation to accept any suggestions provided by $ymbil or to invest in any of the Ladenburg Funds. There is no charge for the $ymbil service. However, LTAM receives fees for managing the five Ladenburg Funds that are recommended through $ymbil. Diversification does not ensure profit or protect against loss. The Ladenburg Funds are distributed through Ladenburg Thalmann & Co. Inc., a member of the NYSE_MKT and other principal exchanges, FINRA and SIPC; and through other subsidiaries of Ladenburg Thalmann Financial Services Inc. Ladenburg Thalmann Financial Services Inc., is traded on the NYSE_MKT under the symbol LTS.

Not FDIC Insured • No Bank Guarantee • May Lose Value