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We listen closely to our clients, asking insightful questions to better understand their unique situations. Based on this understanding, we craft bespoke portfolio solutions designed to meet their specific needs and aspirations. Clients are encouraged to engage with our investment professionals anytime. This open line of communication allows for discussions about returns, market trends, asset allocations, and liquidity needs, fostering a collaborative approach to managing their investments.
We can help guide families with our approach to preserving generational wealth. We have expertise managing wealth for families aiming to preserve wealth for future generations. Amerant Investments provides our clients with a comprehensive, customized, and holistic Wealth Management service offering with a focus on the following areas: 1. Investment Management: 2. Asset Allocation and Spending Policy Analysis 3. Guidance to Families 4. Education: Providing guidance on governance best practices and fiduciary responsibilities.
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At Amerant Investments, our goal is to provide exceptional value to our clients. We accomplish this by delivering a comprehensive, customized solution set of investment, banking, and wealth planning services for our clientele. We focus on each client’s circumstances to personalize portfolios to their needs, always with an eye on delivering the most value. We offer the same broad array of investment products that clients can find at a large institution— mutual funds, ETFs, fixed income portfolios, structured products, and alternative investments, to name a few— but with high-touch service quality from dedicated Wealth Advisors. We take the mystery out of investments for our clients by offering concrete, customizable solutions across all life stages and levels of wealth.
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Amerant Investments, Inc. is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Amerant Investments, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. Amerant Investments, Inc. may not provide investment advisory services to any resident of states in which the Adviser is not registered. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Amerant Investments, Inc.’s ADV Part 2 and firm brochure for additional information and risks.
Investments are Not FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May lose value
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