Self-Service Investment

Self-Service Investment

$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. $ymbil has over $3 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.

To learn more or get started, click the "Get Started" button for the county where you reside.

County of Residence $ymbil
  • San Francisco County

  • Santa Clara County

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  • Alameda County

  • Contra Costa County

  • Humboldt County

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  • Los Angeles (City)

  • Monterey County

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  • Sacramento County

  • El Dorado County

  • Placer County

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  • San Mateo County

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  • All Other Counties

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If you are interested in other investment or financial services options, please contact a Provident Credit Union Financial Consultant to learn more about what we offer.

Contact a Financial Consultant
 

Consultations are Free

To make an appointment with a professional, experienced
Financial Consultant, call (800) 656‑4096 or schedule online.
 
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