Personal Investment Planning

Our Osaic Institutions advisors focus on what matters most to you: your financial goals and personal values. That’s why we thoughtfully screen companies that can help you grow your wealth, while also promoting things like community-based investments, ethical business practices and renewable energy. So you can feel confident knowing that when your assets appreciate over time, so does your impact on the planet.

Our knowledgeable team combines the hands-on guidance of a trusted advisor with the resources of an established firm. And it all begins with putting your investing goals and personal priorities at the forefront. Through our unique approach to financial planning and wealth building, we’ll evaluate your objectives and risk tolerance, and create a long-term strategy focused on:

Considering Your Needs

Our investment planning process begins with understanding your full financial picture. From retirement and education savings to protecting loved ones, we help you define both immediate priorities, as well as expenses down the road, ensuring your strategy always aligns with your values.

Making Informed Decisions

An Osaic Institutions Representative will work with you to assess your unique situation, while offering you a range of socially and environmentally friendly investment options. Together, we’ll use informed decision-making to create a sustainable financial strategy.

Managing Your Risk

Through Osaic Institutions, Inc., we give you access to diversified investment options that align with our prudent philosophy. Our planning approach balances risk and return, emphasizing quality and diversification, so you can invest with confidence.
 

Whether you’re building wealth, planning for retirement, or protecting your family, we offer a range of investment options that align with your goals. By understanding your long-term vision, our experienced Advisors can build a portfolio designed to withstand various market conditions and present expected returns, all while supporting your core values.

Our Personal Products and Services

If your money matters as much as the causes you care about, you’re not alone. Our Advisors have a passion for values-driven wealth management that combines long-term strategy and real change, through investments that support a clean environment and ethical business practices, 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 

 *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.

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: