Everything Leumi does is dedicated to managing and growing your assets. With the experience that comes from more than a century of working with affluent individuals and families, we can help you clarify your goals and implement an integrated strategy to achieve your objectives.
We know your investment needs may not fit neatly into a predetermined box. That’s why our approach revolves around identifying your unique goals and creating a personalized solution for long-term success. Our solutions include:
A fee-based advisory program, designed for investors who seek to establish strategic goals and implement them with ongoing advice.
Provides investor access to one or more professional portfolio managers, chosen by you in consultation with your advisor. You directly own the assets in this account, allowing you to tailor certain features to your needs.
A series of customized portfolios tailored to different types of investor needs and managed by the Leumi portfolio strategy team. They’re designed to align with different investment objectives and risk tolerance.
A comprehensive advisory account, which allows investors to combine different components of their portfolios in a single, integrated investment structure.
Our clients are also able to take advantage of Leumi’s full suite of financial products.
Bank Leumi is a relationship-focused boutique bank with global reach. Headquartered in New York City, we also have offices in Chicago, Los Angeles, Palo Alto and Aventura, with a representative office in Tel Aviv.
We’re focused on key commercial sectors. We understand your needs and know how to help you attain your goals.
We’ve been successfully managing wealth for over 115 years. And our Israeli heritage offers a gateway to Israeli-related investment opportunities.
We’re making a difference in our communities by committing our time, energy and financial resources to nonprofits and charities.
