Bank Leumi USA serves the banking needs of sophisticated, high-end global private banking clients. We are objective and conservative in assessing opportunities as we strive to build and maintain long-term relationships with our clients. This means understanding our clients' needs and being able to find the appropriate resources. The bank's wealth management teams specialize in creating financial strategies designed to address the credit and investment needs of our sophisticated clients.
Our Services:
- Customized and Secured Lending
- Alternative Investments
- Currency Options
- Fixed Income, Equity and Options Trading
- Advisory Services
- Insurance Products
- Standard Banking Products
Investors must consider the investment objectives, risks, charges and expenses of variable products and the underlying investment options carefully as detailed within the products/fund's prospectus. Prospectuses can be obtained from your LISI registered representative.
Investment products available through LISI, are not guaranteed or insured by Leumi Investment Services, Bank Leumi USA or any affiliate, are not FDIC-insured, are subject to investment risks and may lose value including the potential for principal loss.
Withdrawals from annuities are subject to income tax and withdrawals prior to age 59 1/2 and may be assessed a 10% tax penalty. Foreign securities are subject to risks associated with currency exchange rates, different accounting and financial standards and political instability. Structured securities have restrictions and may be subject to significant fluctuations in value.
www.finra.org
www.sipc.org
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
