Investment Planning

Set goals

Consider your needs

At Amalgamated Investment Services, we know that traditional bank savings products may not always provide the growth, income, or favorable tax treatment you need to achieve your goals. That’s why it’s important to supplement your savings plans with investment alternatives. Click here to see our Investment and Retirement Products.

When investing in your future, you’ll need to consider your financial needs for today and tomorrow. Answering the following questions may help you gain a better understanding of your investment planning needs:

  • What are your immediate financial goals?

  • What are your financial goals for the long-term?

  • Are you protected in case something happens to your family's breadwinners?

  • How do you plan on paying for your children's education?

  • What kind of retirement do you envision for yourself?

  • How many years do you have before you plan to retire?

  • How much will you need to save in order to retire?

Get guidance

Make informed decisions

Investment representatives will work with you to assess your unique situation and point you toward investments with objectives that reflect your financial goals.

Get your questions or concerns answered

We know that successful investing is a long-term process, and so we won't disappear after you invest your money. Your investment representative is easily available and will continue to serve you over the life of your investment. As your financial situation changes, your investment representative will help you review your portfolio and suggest areas that may need adjustments. 

We favor quality and have a conservative bias

Through Infinex Investments, Inc., we offer a wide range of investment options that reflect our conservative investment philosophy. We believe in a long-term strategy that strives to balance risk and return by tapping into a diversified portfolio. We focus on quality so that you can invest with confidence.

 

See our Investment and Retirement Products

 

Learn more and check the background of our firm and investment professionals at FINRA's BrokerCheck.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Amalgamated Investment Services is a trade name of Amalgamated Bank. Infinex and Amalgamated Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.