Focused on providing transparent, low-cost, risk-managed solutions

The Investment Management division is committed to fostering strong client relationships by providing the ongoing performance metrics, communication and integrity that form the foundation of a successful partnership.

The key to our successful Investment Management business is a clear understanding of our clients’ objectives.

Through our in-house investment professionals and our comprehensive group of sub-advisors, we work with you to provide a flexible set of investment options. We offer both active and passive strategies to meet the requirements of our clients. Our equity and fixed income strategies seek to track or outperform respective benchmarks by employing rigorous investment approaches and risk-controlled trading models. By implementing conservative risk constraints and diversified approaches, we are able to limit potential underperformance.

Whether we are investing in stocks, bonds or alternatives, we approach each investment with discipline and integrity.

Investment Strategies and Services


IMPORTANT INFORMATION: Investments are not insured by the FDIC and are subject to investment risks, including the loss of principal amounts invested. The aforementioned descriptions do not constitute an offer to invest or solicitation of an offer to buy interest in a LongView Fund. A complete description of the Funds’ terms, including risks, are included in the appropriate disclosure documents. Investment products referenced herein are not insured by the FDIC (or any other state or federal agency), are not deposits, obligations or guaranteed by Amalgamated Bank or any bank or non-bank affiliate thereof, and are subject to investment risks, including the loss of principal amount invested. Consider a strategy’s investment objectives, risks, charges and expenses carefully before investing. Prospective investors should read a fund’s offering materials containing this and other information carefully before investing. Past performance is not indicative of future results.