Personal Trust & Investments
Meeting your personal portfolio goals.*
Let Amalgamated Bank of Chicago work with you to develop a tailored investment strategy.
Let the same professionals who manage more than $2 billion in institutional investments help you determine your personal portfolio goals and develop a plan tailored to your needs.
- Personal taxable and tax-exempt portfolio management utilizing a variety of fixed income, equity and real estate investments
- Development of a well-diversified portfolio based upon your short and long-term goals, needs for liquidity, and desire for growth
- Risk-controlled asset allocation strategy
Typical types of personal portfolios we manage include IRA and IRA rollover accounts, 401(k) and pension plan rollovers and distributions, and individual taxable portfolios with assets in excess of $250,000.
To find out more about our Trust and Investment Services, contact your banker today. Don't yet have a banker? Click here and let us introduce ourselves.
*INVESTMENTS IN TRUST ACCOUNTS ARE NOT FDIC-INSURED, NOT BANK GUARANTEED, NOT A DEPOSIT, HAVE INVESTMENT RISK AND MAY GO DOWN IN VALUE.