Bank Leumi offers customized portfolio management services including:

• Equity Investments
• Fixed Income Investments
• FDIC-Insured Money Market
  

These services are available for portfolios combining equities and fixed income investments totaling $400,000 or more, and for equities-only portfolios of $250,000 or more.

Program Highlights

• Based on your risk tolerance, we develop and implement portfolio strategies, continually monitor the market, and achieve desired objectives through consistent investment performance.
• We provide a unique combination of Bank Leumi personalized service and portfolio management supported by Mellon Bank’s superior investment market analysis and research.
• The investment manager’s role is to shape portfolios, which maximize expected return at specified levels of assumed risk.
• Investment grade bonds are chosen for continuity of income, and equities are selected for asset growth.
• We communicate with you on an ongoing basis to report results, and review or modify objectives.
• Access to a highly sophisticated quantitative system, which has historically provided customers with a superior rate of return.
• An objective professional takes full responsibility for managing the investment assets.
• Avoidance of time consuming investment activity/record keeping.
• Individualized portfolio management for lower minimum than most money center banks
• Most suitable for customers with substantial assets interested in improving the level of diversification in their investment portfolios (or investment managers), and who do not have the time or expertise to manage their own assets.
  

For more information, contact International Private Banking at 1.212.626.1010.

Securities and insurance products are offered through Leumi Investment Services Inc. (LISI), a wholly owned subsidiary of Bank Leumi USA and a member of FINRA/SIPC.

PRODUCTS OFFERED THROUGH LISI:

NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE