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.
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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