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Brokerage Services

A Full Range of Securities and Insurance Products

Brokerage Services

Leumi Investment Services Inc. (LISI) is a member of FINRA / SIPC and is a wholly owned subsidiary of Bank Leumi USA.

 

U.S. and foreign equities and options - For those investors who prefer making their own investment decisions, we offer investors the ability to purchase and sell individual securities.

Mutual funds - Clients can choose from a wide variety of mutual funds ranging from conservative to aggressive growth funds.

Corporate, municipal and zero-coupon bonds; U.S. Treasury bills, note and bonds; and U.S. agency securities.

Annuities - We offer a selection of fixed and variable annuities that allow you to deposit money periodically and accumulate tax-defered earnings.

Israeli investments - LISI can facilitate your direct investment in Israeli securities listed on U.S. exchanges and on the Tel Aviv Stock Exchange (TASE).

Emerging markets investing - Our unique perspective enables us to assist qualified investors with investments in sovereign debt, corporate bonds and equities.

Structured Securities - We provide access to principal-protected notes linked to various market indicies including equities, bonds, commodities and currencies.*

Universal investment plans - We offer investment plans with long-term growth potential through a Bermuda Trust formed on your behalf.  These plans are available to non-U.S. citizens or residents, or non-Bermuda residents.

 

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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