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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.

 

 

Securities and insurance products offered through Leumi Investment Services Inc. (LISI).  LISI is a member of FINRA / SIPC and is a wholly owned subsidiary of Bank Leumi USA.
PRODUCTS OFFERED THROUGH LISI:
NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE