A plan for your goals and budget

At Amalgamated Investment Services, we’re dedicated to helping you create a plan for your financial future and for the greater good. 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. Contact us and learn what we can do for you.

Man holding child on his shoulders

Investment Products

People in a meeting

Investment Planning

Why Amalgamated?

$20

first bank in America to raise its minimum wage to $20 per hour

B Corp

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

100%

committed to renewable energy

Putting our mission into action

climate change
The next step for your sustainable investments: investing in climate leadership
impact investing
Life insurance and charitable giving: why and how to plan your legacy
college savings
Prepare for your child’s education with a socially responsible 529 plan that suits your needs
impact investing
Finance your goals and invest in the future you want