Broker Check

Millenials

Save early. Save often. Use $ymbil!

A low cost, bare bones, online investment advice engine.

$ymbil is a dynamic online investment adviser platform that assesses your risk profile and recommends a risk-appropriate managed portfolio. In only a few minutes, you’ll be invested in a diversified portfolio, based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless. The portfolios available through $ymbil are actively managed by experienced investment professionals and tactically adjusted based on changes in the market.

Thanks to $ymbil, you can have an online financial advisor at your fingertips, on your tech devices. You can set up an account from anywhere and anytime you want. No need to set an appointment with an advisor in person, everything can be done from the comfort of your own home. Check out this great tool to help you start saving for your future today. There is no reason why you can’t retire a millionaire.

Client Centered

Over the next several decades, roughly $30 trillion in assets will pass from the biggest and wealthiest generation ever, the baby boomers, to their offspring. In all too many cases, younger generations are not adequately prepared to acquire this wealth. 70% of wealthy families lose their wealth by the second generation and 90% lose it by the third, according to the Williams Group wealth consultancy.

Millennials (born 1980-1995) are more aware of the world around them, averaging 6+ hours a week on social media, rely on 24-hour online news and shopping, and are accustomed to a plethora of on-demand services like Uber, Amazon, Doordash, GlamSquad, and SitterCity. Technologically savvy, they want to be educated on financial topics and investing so they can collaborate on decisions.

Save early. Save often. Use $ymbil!