Professional Portfolio Management.
Made Accessible.
$ymbil is a digital investment adviser platform designed to make professional investment management more accessible. Using a dynamic online questionnaire, investors are matched to one of five mutual fund portfolios based on age, objectives, time horizon, and risk tolerance.
Key Features
Five risk-based portfolio options
Global diversification across asset classes
Tactical portfolio management
$500 minimum investment
Automatic Investment Plans (Optional)
No advisory fees*
The portfolios are managed by Ladenburg Thalmann Asset Management, an SEC-registered investment advisory firm founded in 1982 with over $6 billion in assets under management and advisement.
There are no guarantees that any investment strategy will be successful. All investing involves risk, including the potential loss of principal.
*Investors pay internal fund expenses.