Investment Advisory Services

At Amalgamated Investment Services, we believe investment portfolios can do more than just generate financial returns – they can be a powerful force in the push for environmental and social progress.

Align Your Assets With Your Values

With our many years experience, we have developed an expertise in helping non-profits, foundations, political organizations and labor unions align their investment strategies with their mission. This work has created a movement of aligned capital across our client network, totaling over $1.25 billion in assets under management.

Strategic Cash Management

Investment Portfolio Management

Invesment Policy Statement Development

Stock Donation

Pie chart with wind turbines, trees and solar panels

Retirement Plans

Ready to Start Your Impactful Investment Journey?

Contact us today. Our team is prepared to guide you through every step, helping you create a portfolio that not only grows your assets but also supports the causes and principles you care about.

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