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.