LEUMI INVESTMENT SERVICES INC.
 
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Equities - U.S. and foreign equities and options – for investors who prefer making their own investment decisions, we offer competitive commissions for the purchase and sale of individual securities.

 

Mutual Funds - You can choose from a wide variety of mutual funds ranging from conservative to aggressive growth funds, managed by industry leaders.

 

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

 

Annuities - A selection of fixed and variable annuities that allow you to deposit money periodically and accumulate tax-deferred earnings.

 

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

 

Emerging Markets Investing - We offer clients access to emerging markets investing including sovereign debt, corporate bonds and equities. Our unique perspective enables us to assist qualified investors with their decision making process.

 

Hedge Funds - For qualified investors, we can provide access to individual hedge funds and fund-of-funds products.

 

Structured Securities - Access to principal-protected notes linked to various market indices including equities, bonds, commodities and currencies.*

 

Universal Investment Plans - We offer international 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.

 

For additional information, or to schedule an appointment, please call 212.407.4345 or e-mail us at lisi@leumiusa.com.

 

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

 

*Subject to issuer credit risk.


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