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.
In the U.S., banking products and services are provided through Bank Leumi USA (BLUSA), and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA.
All investors must carefully consider the risks, charges, fees, and expenses, review the prospectus or other offering information if applicable, and consider their personal financial situation and tolerance for risk before making any investment. The mutual fund or variable product prospectus will detail such expenses and costs, and a prospectus can be obtained from your LISI registered representative.
Certain products and services are not available to US residents and/or are offered through third party providers.
Withdrawals from annuities are subject to normal income tax and, if taken prior to age 59 ½, 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.
Non-deposit investment products offered through Bank Leumi USA and LISI are:
* Not insured by the FDIC or any other federal or government entity
* Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank
* Subject to investment risks, including possible loss of the principal amount invested