Managed Accounts
Financial and Estate Planning
Retirement Services
Leumi Investment Services Inc. (“LISI”) offers tailored portfolios including equity and fixed-income investments on an advisory basis.
Our clients can choose from portfolios ranging from conservative to aggressive growth, including global markets, with access to exclusive portfolio managers who are carefully screened and highly regarded.
Advisory services include mutual fund asset allocation programs and separate account manager programs customized to meet client needs and objectives.
Our planning specialists can assist clients with various wealth management strategies based on their specific circumstances, including intergenerational transfers, charitable trusts and succession planning.
Our client relationships emphasize customization and performance designed to protect and grow your assets. When you become a client, we can provide you with a personalized financial plan to meet any of your needs, including:
- Reviewing your current portfolio with recommendations for allocation of your assets based on your risk tolerance and objectives
- Establishing a program to meet the cost of educating your children
- Planning to adequately provide for your retirement
- Analyzing your life insurance needs and the adequacy of your current coverage
- Developing a plan for investing a lump sum of money
- Providing funds for the care of an elderly parent or other family member
- Estate planning and preservation
For more information, please call us at 212.407.4345 or e-mail us at lisi@leumiusa.com.
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 |
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