Investment and Retirement Products
A wide variety of investment and retirement services are available, including:
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.
All domestic stock exchange orders available and employee stock options can be processed.
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.
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.
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
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 Osaic Institutions, Inc. Member FINRA/SIPC. Amalgamated Investment Services is a trade name of Amalgamated Bank. Osaic Institutions and Amalgamated Bank are not affiliated. Products and services made available through Osaic Institutions 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.