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Advisory Services

Managed Accounts, Financial and Estate Planning, Retirement Services

Advisory Services

Leumi Investment Services Inc. (LISI) offers tailored portfolios including equity and fixed-income investments on an advisory basis.  Advisory services include mutual fund asset allocation programs and separate account manager programs customized to meet client needs and objectives.

 

Our planning specialists can assist clients with various wealth management strategies based on their specific circumstances, including intergenerational transfers, charitable trusts and succession planning.

 

Our clients can choose from portfolios ranging from conservative to aggressive growth, including global markets, with access to exclusive portfolio managers who are carefully screened and highly regarded.  Our client relationships emphasize customization and performance designed to protect and grow your assets.  When you become a client, we provide you with a personalized financial plan designed to meet your needs including:

 

  • Reviewing your current portfolio with recommendations for allocation of your assets based on your risk tolerance and objectives
  • Establishing a program to meet the cost of educating your children
  • Planning to adequately provide for your retirement
  • Analyzing your life insurance needs and the adequacy of your current coverage
  • Providing funds for the care of an elderly parent or other family member
  • Estate planning and preservation

 

In the U.S., banking products and services are provided through Bank Leumi USA (BLUSA), and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA.

 

All investors must carefully consider the risks, charges, fees, and expenses, review the prospectus or other offering information if applicable, and consider their personal financial situation and tolerance for risk before making any investment. The mutual fund or variable product prospectus will detail such expenses and costs, and a prospectus can be obtained from your LISI registered representative.

 

Certain products and services are not available to US residents and/or are offered through third party providers.

 

Withdrawals from annuities are subject to normal income tax and, if taken prior to age 59 ½, may be assessed a 10% tax penalty.  Foreign securities are subject to risks associated with currency exchange rates, different accounting and financial standards and political instability. Structured securities have restrictions and may be subject to significant fluctuations in value.

 

Non-deposit investment products offered through Bank Leumi USA and LISI are:

* Not insured by the FDIC or any other federal or government entity

* Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank

* Subject to investment risks, including possible loss of the principal amount invested

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