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Bespoke values-aligned investment advisory services

Work with Amalgamated Investment Services dedicated team to find the advisory services & management strategies right for your nonprofit, foundation, political entity, or labor unions. We offer:

  • Strictly screened portfolios
  • High impact investments
  • Shareholder engagement and advocacy by working with leading fund managers
Our services:
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Fiduciary asset management

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Robust platform providing access to most publicly traded investments

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Risk management strategies

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Cash flow planning & forecasting

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Impact reporting

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Seamless integration with service providers & vendors

Contact us