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Corporate Private Banking

Meeting Investment and Cash Management Needs

Corporate Private Banking

We serve the investment and cash management needs of corporate clients and not-for-profit organizations.  Your relationship manager is your liaison to portfolio managers, brokers, and insurance, trust, credit, and mortgage specialists - whoever is needed to help you accomplish your goals.  

 

We offer corporate trading in fixed-income securities, emerging market securities, and investment management portfolios.  We provide employee benefits - defined benefit programs, defined contribution plans including 401(k) plans, 403(b) plans, and 529 plans, executive non-qualified deferred compensation plans, long-term health care and group life and disability plans.  We have structured settlements available - annuities with tax advantages for personal injury claimants and their attorneys.  On the deposits side, we can customize deposit products to address specific cash flow needs.

  • Financial and Estate Planning
  • Retirement Services
  • Investment Management Services
  • Brokerage Services
  • Insurance Products
  • Deposit 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

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