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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

I acknowledge that I have not included any sensitive or confidential information and authorize an Amalgamated Investment Services representative to contact me. By providing your email address and checking the above box you are consenting to electronic delivery (“eDelivery”) of Osaic Institutions’ form CRS and Relationship Guide for Brokerage Services. Form CRS is a relationship summary disclosure which provides important information on our broker dealer Osaic Institutions. These forms were implemented as a result of the new SEC Regulation Best Interest.