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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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    $40 billion

    in custody and investment assets under management

    B Corp

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

    45 years

    helping those who do good, do better

    How we’re different

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    man speaking into megaphone
    corporate and social responsibility

    Amalgamated Bank works hard every day to support the most powerful change makers in America. We have the honor of standing with thousands of leaders of social change – nonprofits, foundations, labor unions, and more - as they take on complex, deeply rooted issues affecting hundreds of millions of lives.

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    photo of $20 bills and a person on a calculator
    Amalgamated Bank history

    Today, I am proud to announce that we are the first bank in the United States to increase our minimum wage to $20 an hour for all full-time employees. By raising our minimum wage, we are continuing to honor our roots in the labor movement and to do our part in creating greater access and opportunity for our workers and their families.

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    Tree-covered river scene
    environmental sustainability

    While sitting in your living room at home, a 0.9 Fahrenheit degree increase in temperature might not send you running to crank up the air conditioner but when it comes to permanently heating the entire planet, it has the potential to cause some serious problems.