Banner Type 

Kid on grandfather's shoulders
Personal Investing

Investment and Retirement Products

Investment and Retirement Products

A wide variety of investment and retirement services are available, including:

Magnifying glass with checkmark icon
Arrange for a confidential review

Contact an Infinex Investment Representative

Mutual funds

Potential long-term growth, professional money management and diversification* opportunities.

Variable and fixed annuities

Tax-deferred investing with regular disbursements over a period of time.


All domestic stock exchange orders available and employee stock options can be processed.


Term, whole life, wealth transfer and long- term care insurance available for your family or business.

College Savings Plans

Covering tuition, fees, room and board, and more at accredited colleges, universities and vocational schools.

Retirement Income Planning

Simple, Roth, Traditional, rollovers, transfers and SEP (Simplified Employee Pension) Plan IRAs available.

Socially Responsible Investing

Environmental, social and governance (ESG) and sustainability values are a key component of our culture. We’re proud to offer investment opportunities designed to help your bottom line while helping to create lasting change.

Aria 100% Fossil Fuel Free Portfolio

Contains no investments in coal companies, oil or gas producers, or fossil-fired utilities

Tobacco Free Fund

Divests all funds from the tobacco manufacturers and the tobacco industry

Impact and ESG Investment solutions

Opportunities to match your values with your investment goals

Click here to learn more about Socially Responsible Investing

For more information

Call us at 800-662-0860 or ask a banking professional at your local branch to set up an appointment for you with a licensed Infinex Investment Representative.

*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 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.

How we’re different

hand holding heart
impact investing

We’re told from the moment we start working that the responsible thing to do is to set money aside and “plan for your future.” For many people, this means making regular contributions into an IRA or employee-sponsored 401(k) plan. These investments, if managed appropriately, are designed to be your “nest egg” into retirement and beyond.

Field flowers
impact investing

The tensions surrounding recent actions taken by North Korea have reignited the conversation around nuclear weapons and warfare.

Power plant
climate change

The U.S. federal government has announced its intention to pull the United States out of the Paris Climate Agreement. Bad idea, sure, but maybe not the monumental setback in the fight against climate change that is feared by so many.