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Personal Investing

Investment Planning

Set goals
We'll help you build a plan designed to meet your goals and fit your budget.

Consider your needs

  • What are your immediate and long-term financial goals?

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

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

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

Make informed decisions

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

Manage your risk

  • Through Infinex Investments, Inc., we offer access to a range of investment options that reflect our conservative philosophy
  • We strive to balance risk and return by using a diversified portfolio*
  • We focus on quality so that you can invest with confidence
Arrange for a confidential review
Arrange for a confidential review

Contact an 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.


Putting our mission into action

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access to banking

As America’s socially responsible bank, committed to providing financial services and advocating for economic justice for all, we recognize the struggle that many communities face when it comes to accessing banking services.

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banking industry

Officially one year into the COVID-19 pandemic and erratic state-by-state lockdowns, we continue to question what a “new normal” will look like for our country. We know that a return to old ways of doing business isn’t viable for the health of our planet and communities and that we have a responsibility to radically reimagine how we do business. 

A road going through mountains
impact investing

The divestment movement finds itself fighting on a new, unexpected front. Fossil fuel interest groups (big oil and gas) have been regrouping their lobbying efforts after losing their key allies in the White House. Disappointed by the recent changes made by the federal administration to prioritize climate and environmental protection above get-rich-quick schemes for these businesses, they are now refocusing their efforts at the state level. Texas is enthusiastically taking up the gauntlet and leading the charge.