U.S. and foreign equities and options – For those investors who prefer making their own investment decisions, we offer competitive commissions for the purchase and sale of individual securities.

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

Corporate, municipal and zero-coupon bonds; U.S. Treasury bills, notes 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-deferred earnings.

Israeli investments – LISI can facilitate direct investment in Israeli securities listed on U.S. exchanges and on the Tel Aviv Stock Exchange (TASE).

Emerging markets investments, including sovereign debt, corporate bonds and equities. Our unique perspective enables us to assist qualified investors with their decision-making process.

Hedge funds – Qualified investors have access to individual hedge funds and fund-of-fund products.

Structured securities – We provide access to principal-protected notes linked to various market indices 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.

Insurance programs – Choose from a variety of options for addressing estate planning needs; business insurance needs, including buy/sell agreements and key person insurance; and qualified and nonqualified retirement plan programs.

*Subject to issuer credit risk.

For more information, or to schedule an appointment, please call 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.