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Individual Private Banking

Customized Financial Solutions

Customized Financial Solutions

As the largest subsidiary of the Leumi Group, a global financial institution, Bank Leumi USA has the international expertise, deep understanding of capital markets, and decades of experience which uniquely qualify it to assist U.S. and international private banking clients with all of their financial services needs. We believe we serve clients best by helping them select from a variety of options.  Your private banker is there to listen carefully to your needs, goals and objectives and to provide you with guidance and advice tailored to fit your particular situation. Our mission is to help you develop a financial overview, give you access to quality financial solutions, help you select among them with focused, objective counseling, and provide guidance and advice to help you stay on track to reach your goals.

  • Financial and Estate Planning
  • Retirement Services
  • Investment Management
  • 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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