Investment Management
Creating a sound blueprint for the future
Committed to your investment needs
For over 40 years, Amalgamated Bank has been a stable and reliable source of investment management services.
Our experienced team works with you to provide a flexible set of options, approaching each investment with discipline and integrity.
Comprehensive investment platform
Wide range of products and services
- Offering a broad range of index and actively managed funds
- Funds span Equity, Fixed Income, Quantitative and Alternative strategies
- Traditional and values-based investments
Robust returns
A focus on performance
- Investments offering a range of risk and return profiles across stocks, bonds and alternative assets
- Low-cost index products that closely track their benchmarks
Personalized client service
Concierge account management
- High-touch client service from experienced professionals who understand your investment objectives
- Personalized communication from a dedicated team
- Online platform with real-time account holdings and information
Senior Vice President
Chief Trust Officer
Responsible for overseeing Investment Management, Sales and Client Service, and Trust and Custody banking products, Jim has over 25 years of experience in pension and investment management, real estate and capital markets. Prior to joining Amalgamated, Jim worked at the AFL-CIO Investment Trust Corporation, where he led marketing, investor relations and labor relations efforts with Taft-Hartley and public fund investors in the AFL-CIO's Building Investment Trust and Equity Index Fund. Previously, he served in a similar role with the AFL-CIO Urban Development Fund and the AFL-CIO Housing Investment Trust, where he was also a member of the Portfolio and Investment Committees.
Why Amalgamated?
Block
$40 billion
in custody and investment assets under management
B Corp
meeting high standards of social and environmental performance, accountability and transparency
45 years
helping those who do good, do better
How we’re different
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impact investing
The tensions surrounding recent actions taken by North Korea have reignited the conversation around nuclear weapons and warfare.
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Amalgamated Source
social justice
Adoption of New Proxy Voting Guidelines to Include LGBTQ Diversity on Corporate Boards Sets New Standard
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social change
Last week, for the first time in a year, we brought all of our employees together in the same room to take a look back at 2017 and celebrate the incredible transformation that Amalgamated Bank has experienced over the past five years. It was a day to remember.