Broker Check

$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. LTAM has 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 into 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 then ten minutes and the minimum investment is only $500. Click here to be recommended to a professionally managed risk-appropriate portfolio.

ØSimple investing backed by trusted professionals

ØActively managed portfolios

ØAutomatic Investment Plan

ØEasy to use online and mobile investor portal

ØReview account performance

ØUtilize digital financial tools

ØMake updates or changes online

ØSmall investment to get started

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.

ØView your current account balance

ØTrack your goals

ØAdd/Edit Bank Account

ØAdd/Edit Automatic Investment Plan

ØMake one time contributions

Ladenburg Thalmann Asset Management (“LTAM”) is an SEC registered investment advisory firm established in 1982. Ladenburg has over $2 billion in assets under management and a dedicated staff of professionals with over 100 years of combined investment management experience.

SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or firm has attained a particular level of skill or ability.

Securities offered through Triad Advisors Member FINRA/SIPC. Advisory Services offered through Pinnacle Private Wealth, LLC. Pinnacle Private Wealth, LLC. is not affiliated with Triad Advisors.

Not FDIC Insured • No Bank Guarantee • May Lose Value