Why Choose Amerant Investments?

Expert Guidance

Our Wealth Management Advisors have decades worth of investing expertise and are knowledgeable in market analysis and investing strategies.

Variety of Choices

Whether you’re new to investing, an experienced trader, or somewhere in the middle, we offer investment choices to meet your life goals.

360° Platform

Our Smart Investing platform provides a full financial view and access to all your investment accounts – all-in-one place.

Choose Your Investment Approach

Asset Allocation Portfolio

  • Diversification by issuer, by economic sector, and by global region
  • Regular communication with your Investment Consultant
  • Initial investment and periodic rebalancing
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Fixed Income Portfolio

  • Diversification by issuer and by economic sector
  • Selection of bonds according to your profile
  • Analysis and comparison of issuers
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Portfolio Advisory Service

  • You maintain control over every transaction
  • Your Investment Consultant advises you on the initial implementation and periodic rebalancing of your investments, and monitors that these remain within the established parameters
  • Continuous monitoring of the performance of your portfolio
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Brokerage Services

  • Diversification by issuer, by economic sector, and by global region
  • Regular communication with your Investment Consultant
  • Initial investment and periodic rebalancing
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Smart Portfolio

  • Investment portfolio designed around your goals, needs, and risk level
  • Interactive tools to measure investment risk levels
  • Open an account with just $500
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Education Services

  • Contribute what you want within the set limit
  • Earnings aren’t charged federal income tax
  • Decide on how much you want to take out and when
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Retirement Services

  • Dedicated Relationship Manager to help you make the right decisions
  • Pay fewer taxes now or when you retire
  • Choose from traditional, Roth, and employer-sponsored IRAs
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Trust Services*

  • A dynamic plan based on your needs
  • Personal investment companies, private interest foundations, and escrow accounts
  • On shore, life insurance, revocable, grantor, living, and other trust types
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What’s Your Goal?

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