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genFinance, LLC and Triad Advisors, LLC are not affiliated.

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genMoneyMom answers parent's questions, offers resources for tweens, teens, and young adults to help the next generation stay on top of their finances with a clear focus on the future.

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Click here to open your 1st portfolio 

See  why genMoneyMom thinks  $ymbil* is a great place to start   !

No annual custodial fee
Minimum investment of $500
Online access
Automated investment option
Open account online-no paperwork
*genFinance, LLC has chosen to partner with Ladenburg Thalmann, an investment bank established in 1876, and is the sixth oldest member of the New York Stock Exchange
The Symbil platform is an electronic “robo advisor” program whereby investors can access an online tool that guides them through a quick questionnaire and suggests an investment in one of the 5 risk appropriate portfolios. You receive the benefit of investment professionals who actively manage your Fund once you make the purchase of the account. Symbil utilizes the trusted investment professionals of Ladenburg Thalmann Asset Management to manage your Fund, not an actual robot.
$ymbil is a service of Ladenburg Thalmann Asset Management, Inc. (LTAM) a registered investment adviser. Before investing, please review the LTAM $ymbil Disclosure Brochure and applicable mutual fund prospectus for further information about the Fund’s expenses and other charges. $ymbil does not provide comprehensive investment advice or consider other assets held by clients. LTAM does not exercise any form of discretion over an $ymbil client’s investments. Clients have no obligation to accept any suggestions provided by $ymbil or to invest in any of the Ladenburg Funds. There is no charge for the $ymbil service. However, LTAM receives fees for managing the five Ladenburg Funds that are recommended through $ymbil. Diversification does not ensure profit or protect against loss. The Ladenburg Funds are distributed through Ladenburg Thalmann & Co. Inc., a member of the NYSE_MKT and other principal exchanges, FINRA and SIPC; and through other subsidiaries of Ladenburg Thalmann Financial Services Inc. Ladenburg Thalmann Financial Services Inc. is traded on the NYSE_MKT under the symbol LTS. Not FDIC Insured. • No Bank Guarantee. • May Lose Value