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Investment and Retirement Products

A wide variety of investment and retirement services are available, including:

Mutual funds

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.

Socially Responsible Investing

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.

Fossil Fuel Free Portfolio

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

Click here to learn more about Socially Responsible Investing

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 Osaic Institutions' Representative.

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Arrange for a confidential review

Contact an Osaic Institutions' Representative

Contact us

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Investment Planning

*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.


Putting our mission into action