Investment Advisory Services

Amalgamated Investment Services is proud to provide socially responsible investing solutions and services that align your organization’s financial goals and values. Work with our dedicated team of advisors to help manage your assets, develop an investment strategy, receive in-depth reporting on impact investing and more.

Investment advisory services we provide:

Strategic Cash Management

Investment Portfolio Management

Invesment Policy Statement Development

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I acknowledge that I have not included any sensitive or confidential information and authorize an Amalgamated Investment Services representative to contact me. By providing your email address and checking the above box you are consenting to electronic delivery (“eDelivery”) of Infinex’s form CRS and Relationship Guide for Brokerage Services. Form CRS is a relationship summary disclosure which provides important information on our broker dealer Infinex Financial Group. These forms were implemented as a result of the new SEC Regulation Best Interest.