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Advisory Services

Managed Accounts, Financial and Estate Planning, Retirement Services

Leumi Investment Services Inc. (LISI) offers tailored portfolios including equity and fixed-income investments on an advisory basis. Advisory services include mutual fund asset allocation programs and separate account manager programs customized to meet client needs and objectives.

 

Our planning specialists can assist clients with various wealth management strategies based on their specific circumstances, including intergenerational transfers, charitable trusts and succession planning.

 

Our clients can choose from portfolios ranging from conservative to aggressive growth, including global markets, with access to exclusive portfolio managers who are carefully screened and highly regarded.  Our client relationships emphasize customization and performance designed to protect and grow your assets.  When you become a client, we provide you with a personalized financial plan designed to meet your needs including:

 

  • Reviewing your current portfolio with recommendations for allocation of your assets based on your risk tolerance and objectives
  • Establishing a program to meet the cost of educating your children
  • Planning to adequately provide for your retirement
  • Analyzing your life insurance needs and the adequacy of your current coverage
  • Providing funds for the care of an elderly parent or other family member
  • Estate planning and preservation