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Personal Investing

Investment and Retirement Products

Investment and Retirement Products

A wide variety of investment and retirement services are available, including:

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Arrange for a confidential review

Contact an Infinex Investment Representative

Mutual funds

Potential long-term growth, professional money management and diversification* opportunities.

Variable and fixed annuities

Tax-deferred investing with regular disbursements over a period of time.

Stocks

All domestic stock exchange orders available and employee stock options can be processed.

Insurance

Term, whole life, wealth transfer and long- term care insurance available for your family or business.

College Savings Plans

Covering tuition, fees, room and board, and more at accredited colleges, universities and vocational schools.

Retirement Income Planning

Simple, Roth, Traditional, rollovers, transfers and SEP (Simplified Employee Pension) Plan IRAs available.

Socially Responsible Investing

Environmental, social and governance (ESG) and sustainability values are a key component of our culture. We’re proud to offer investment opportunities designed to help your bottom line while helping to create lasting change.

100% Fossil Fuel Free Portfolio

Contains no investments in coal companies, oil or gas producers, or fossil-fired utilities

Tobacco Free Fund

Divests all funds from the tobacco manufacturers and the tobacco industry

Impact and ESG Investment solutions

Opportunities to match your values with your investment goals

Click here to learn more about Socially Responsible Investing

For more information

Call us at 800-662-0860 or ask a banking professional at your local branch to set up an appointment for you with a licensed Infinex Investment Representative.

*Diversification is a method of controlling risk. It does not assure a profit or the avoidance of loss.
Learn more and check the background of our firm and investment professionals at FINRA's BrokerCheck.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Amalgamated Investment Services is a trade name of Amalgamated Bank. Infinex and Amalgamated Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

 

How we’re different

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Amalgamated Bank history

Does it really matter if a bank is socially responsible?  Who cares what the bank does with your money, just as long as it is there when you need it?  We care. At Amalgamated Bank, we believe banking – and the entire financial sector for that matter – must be responsible for its social and environmental impact. 

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Amalgamated Bank history

Today, I am proud to announce that we are the first bank in the United States to increase our minimum wage to $20 an hour for all full-time employees. By raising our minimum wage, we are continuing to honor our roots in the labor movement and to do our part in creating greater access and opportunity for our workers and their families.

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corporate and social responsibility

In strong job markets, such as the one we’re experiencing now, employers face the reality of a potentially fleeting workforce. An abundance of jobs, paired with the rise of transferable skills and the newfound mobility that workers enjoy, leaves companies with the task of continuously coming up with new and innovative ways to keep talent.