Bank Leumi offers customized investment management services including:
- Equity investments
- Fixed income investments
- FDIC-Insured Money Market
Based on your risk tolerance, your Private Banker will develop and implement portfolio strategies, continually monitor the market, and achieve desired objectives through consistent investment performance.
The investment manager’s role is to shape portfolios which maximize expected returns at specified levels of assumed risk. Investment grade bonds are chosen for continuity of income; equities are selected for asset growth. We communicate with you regularly to report results, and review or modify objectives.
How You Benefit
- You get access to a highly sophisticated quantitative system which, historically, has provided customers with a superior rate of return.
- An objective professional takes full responsibility for managing your investment assets.
- You avoid time-consuming investment activity and recordkeeping.
- You receive individualized portfolio management at a lower minimum than most money center banks.
Who can benefit
- 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.
- Those who are generally dissatisfied with interest rates on fixed income securities (CDs, Treasuries, etc.).
- A growing company planning a retirement plan.
For more information, contact the Private Banker in your branch, or contact LeumiLines at
1-800-892-5430.
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
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