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Retire with Confidence
Investing should reflect what matters most to you—both today and tomorrow. Our investment philosophy blends time-tested retirement strategies with opportunities to support the environment, strengthen local communities, and promote social justice. Whether you’re planning to retire or just building long-term wealth, we can align your financial goals with your values, so your money can work for you and the world you care about.
Investment and Retirement Products
Our investment choices are built to support long-term financial planning, without losing sight of what matters to you. From qualified retirement accounts to diversified investment options, our experienced team will ensure your portfolio is designed to help you achieve your financial goals, while also aligning with your personal values.
Our Products and Services
Mutual Funds & ETFs
A wide-ranging platform of diversified investment options with professional managers covering all asset classes.
Tax Deferred Annuities
Investment solutions that deliver predictable income options to help stabilize your retirement.
College Savings Plans
Plans covering tuition, room and board, and more at accredited colleges and vocational schools.
Retirement Income Planning
IRA and Solo 401(k) options to support the growth of your retirement assets.
Socially Responsible Personal Investing
Your financial future matters as much as the causes you care about, socially responsible investment planning lets you put your money to work with purpose. Our investment solutions support long-term growth, as well as retirement planning, so your portfolio and values can work together over time with investing choices, such as:
Fossil Fuel Free Portfolio
An environmentally conscious investment planning option focused on renewable energy, water-recycling programs, and sustainable agriculture.
Customized Impact and ESG Investment Solutions
Investment choices that match your values, such as environmental preservation, social justice, and ethical business practices.
Explore Socially Responsible Investing
Retirement Advisory Services Built for You
Retirement Readiness
We’ll review your goals and timeline, and help you build a customized plan.
Investment Planning
Together we’ll create a diversified portfolio that matches the level of risk you’re comfortable with.
Values-Based Guidance
Your plan will align with your financial goals—and work to advance climate action, community resilience, and ethical business practices.
Invest with Intention
Connect with a licensed Osaic Institutions Representative. We’ll help you explore values aligned retirement solutions and socially responsible investing choices you can be proud of.
Investing for Retirement—and a Better World
We take pride in focusing on investors like you who want their money to make an impact. That’s why we offer access to socially responsible investment solutions that can be used in both qualified retirement and taxable accounts. Because we share your vision of a better tomorrow, you can have confidence knowing our investments are:
Values-Driven
Retirement planning is overseen by Advisors who are also committed to improving our world today, and tomorrow.
Professionally Managed
Portfolios are carefully monitored and rebalanced to reflect the amount of risk you’re comfortable with and your timeline.
Simple and Impactful
We offer straightforward investing solutions that balance growth, stability, and positive impact.
*Diversification is a method of controlling risk. It does not assure a profit or the avoidance of loss.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 Osaic Institutions, Inc. Member FINRA/SIPC. Amalgamated Investment Services is a trade name of Amalgamated Bank. Osaic Institutions and Amalgamated Bank are not affiliated. Products and services made available through Osaic Institutions 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.
Putting our mission into action
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 Osaic Institutions, Inc. Member FINRA/SIPC. Amalgamated Investment Services is a trade name of Amalgamated Bank. Osaic Institutions and Amalgamated Bank are not affiliated. Products and services made available through Osaic Institutions are:
Not guaranteed by the Bank | Not FDIC Insured | Not a Deposit |
Not Insured by any Federal Government Agency | May Lose Value Including Loss of Principal | |
