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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.

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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 
    investing
    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
    people
    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
    Photo of Jim Lingberg

    Senior Vice President
    Chief Trust Officer

    Why Amalgamated?

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    $57 billion

    in custody and investment assets under management

    B Corp

    meeting high standards of social and environmental performance, accountability and transparency

    48 years

    helping those who do good, do better

    Putting our mission into action

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    Man wearing mask
    workers' rights

    The light at the end of the pandemic tunnel has gotten a little brighter recently, especially as the number of U.S. COVID-related hospitalizations continues to dwindle and the number of fully vaccinated people in the country reaches nearly 40% of the population.1

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    Hands in a planter
    banking industry

    Officially one year into the COVID-19 pandemic and erratic state-by-state lockdowns, we continue to question what a “new normal” will look like for our country. We know that a return to old ways of doing business isn’t viable for the health of our planet and communities and that we have a responsibility to radically reimagine how we do business. 

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    Pride flag
    LGBTQ+ justice

    Amalgamated Bank was founded almost 100 years ago to create a diverse, inclusive, and egalitarian community for labor workers. These tenets of our founding are elevated again today as we proudly announce that the Human Rights Campaign Corporate Equality Index (HRC CEI) has designated Amalgamated Bank “One of the Best Places to Work” in 2021.