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Investment Advice

Investment Advice

Advantages of Seeking Investment Advice

The personal company of an objective investment advisor, who can help you make decisions about your investment portfolio, is significant from the very beginning – from opening your investment portfolio, to the investment strategy  and to the decision of your assets allocation .You are invited to discover the power of investment advising at Leumi, which combines and integrates the cutting-edge technology and the professionalism of Leumi’s trading rooms.  This unique combination allows you to enjoy and take advantage of investment solutions tailor-made to your own specifications. 

 

Your advantages of seeking out investment advice:

  • Stay up-to-date: An Investment Advisor proactively updates you concerning changes that impact your investment activity, and provides you with overviews of the capital market.
  • Make Better Investments Decisions: Your Investment Advisor shares with you the considerations, risks and opportunities relative to the state of the market, so that you can make the best decision when it comes to your own investment activity.
  • Receive Expert Guidance: Investment Advisors have comprehensive training and extensive experience in the capital markets. The Advisors are supported by the Investment Advisory Department and the Economic Department of the Bank, providing them with up-to-date analytical research, current macro reviews, and expert decision-making tools on an ongoing basis.
  • Advice is given to you as a service, and is free of charge.

 

For more information, please contact your investment advisor.