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Symbil

A Robo-Advisor Platform

Symbil is a dynamic online investment adviser platform that assesses your risk profile as an investor and recommends a risk-appropriate portfolio.

This service can be used by 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. Symbil’s questionnaire places you into 1 of 5 portfolios based on age, investment goals, time horizon and tolerance for risk. Everything entered into the Symbil questionnaire is dynamic which allows a proprietary algorithm designed by Ladenburg Thalmann Asset Management, Inc. to help make the investment decisions. The sign up process takes less than 10 minutes and the minimum investment is only $500.

There are many perks to taking advantage of Symbil, including:

  • Simple investing backed by trusted professionals
  • Actively managed portfolios
  • Automatic Investment Plan
  • Easy to use online and mobile investor portal
  • Review account performance
  • Utilize digital financial tools
  • Make updates or changes online
  • Small investment to get started

Click the button below to be recommended a professionally managed risk-appropriate portfolio. 

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial planning and advisory services offered through Securities America Advisors, Inc. Midwest Heritage Financial Services and the Securities America companies are independent entities. * Not FDIC Insured * May Lose Value * No Bank Guarantee * Not a Deposit * Not Insured by any Government Agency