$ymbil is a dynamic online investment adviser platform that assesses your risk profile and recommends a risk-appropriate managed portfolio. In only a few minutes, you’ll be invested in a diversified portfolio based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless. The portfolios available through $ymbil are actively managed by experienced investment professionals and tactically adjusted based on changes in the market.
To learn more and start investing, click the $ymbil logo below. You can start an account with as little as $500. Once you are invested, you can establish online account access, as well as access through the $ymbil app. You can 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 into your portfolio on a monthly or quarterly basis. If your financial situation changes, you can easily switch your investment to a more appropriate portfolio.
Please note that Sue Gilman does not manage accounts on this platform. This portfolio is actively managed by the experienced team of investment professionals at Ladenburg Thalmann Asset Management, Inc. (LTAM).
See a short video overview of the system in this $ymbil Intro Video.
To learn more about $ymbil click here.
For help with $ymbil, please contact firstname.lastname@example.org.
If you are interested in other investment or financial services options, please contact Southwest Financial services to learn more about what we offer.
$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