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Personal Investing

Investment Planning

Set goals
We'll help you build a plan designed to meet your goals and fit your budget.

Consider your needs

  • What are your immediate and long-term financial goals?

  • How much will you need to save in order to retire?

  • Are you protected in case something happens to your family’s breadwinners?

  • How do you plan on paying for your children’s education?

Make informed decisions

An Infinex Investment Representative will work with you to assess your unique situation and point you toward investments with objectives that reflect your financial goals.

Manage your risk

  • Through Infinex Investments, Inc., we offer access to a range of investment options that reflect our conservative philosophy
  • We strive to balance risk and return by using a diversified portfolio*
  • We focus on quality so that you can invest with confidence
Arrange for a confidential review
Arrange for a confidential review

Contact an 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 INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Amalgamated Investment Services is a trade name of Amalgamated Bank. Infinex and Amalgamated Bank are not affiliated. Products and services made available through Infinex 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.

 

How we’re different

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impact investing

The tensions surrounding recent actions taken by North Korea have reignited the conversation around nuclear weapons and warfare.

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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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corporate and social responsibility

Today, we became the first bank in the United States to endorse the United Nation’s Principles for Responsible Banking. The Principles for Responsible Banking provide the framework for the sustainable banking system of the future.