Investment Portfolio Management

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:

Fiduciary asset management

Robust platform providing access to most publicly traded investments

Risk management strategies

Cash flow planning & forecasting

Impact reporting

Seamless integration with service providers & vendors

For more information:

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