Invest in a Robo Advisor - $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. They 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 of risk. After completing the questionnaire, the system will recommend a risk-appropriate investment portfolio, tailored to your goals and objectives. This portfolio will be actively managed by the experienced team of investment professionals at LTAM and automatically adjusted based on changes in the market, in order to keep it in line with your stated risk profile.
If you choose to invest in the portfolio, you will then be guided through $ymbil’s simple online account opening process where you can get started with as little as $500. You can also take advantage of various investment tools to help grow your account such as an automated investment plan that can be set up to withdraw money from your bank account and invest it into your portfolio on a monthly or quarterly basis. In the future, if your financial situation changes, you can also easily switch your investment to a more appropriate portfolio.
Consider watching the $ymbil introduction video by clicking here.
Check out $ymbil for yourself and begin investing, click here.
If you have any other financial planning or investment needs, please feel free to contact me at (360) 597-1501.
$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. 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. 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.
Investments: • Not FDIC Insured • No Bank Guarantee • May Lose Value