Investment Only Services
$ymbil — Professionally Managed Portfolios
Looking for a simple, affordable way to start investing with professional management? $ymbil, offered through Ladenburg Thalmann Investments, provides access to diversified mutual fund portfolios that are professionally managed on your behalf — all with a minimum investment of just $500.
Designed for investors who want a hands-off approach, $ymbil automatically allocates and rebalances your portfolio based on your goals, time horizon, and risk tolerance — helping you stay invested and on track without the need for day-to-day decision-making.
This program is a no-advice option, meaning it offers professional money management at a lower cost without personalized financial planning services. $ymbil gives you access to institutional-quality investment management in a streamlined, easy-to-use format.
Investing involves risk, including possible loss of principal. $ymbil is offered through Ladenburg Thalmann Investments. TriOak Financial Group does not provide individualized advice or ongoing portfolio management for accounts opened through this program.