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< Visit AmerantBank.com
  • Amerant Investments

    Our Approach
    • About Amerant Investments
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    • Investing in the U.S.
    Products & Services
    • Portfolio Advisory Service
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    Home / Investing Products & Services / Fixed Income Portfolio
    A manager checks the rewards from their Visa Signature Credit Card.

    Fixed-Income Portfolio

    Fixed-Income Portfolio managed by a team of experts.

    These portfolios1 are comprised of bonds rated either investment grade or high yield, depending on the client’s profile and risk appetite. The fixed income portfolio (FIP) program is ideal for clients with a conservative or moderate risk tolerance who prefer to have their investments managed on their behalf. Work with a dedicated team of experts who will help choose the right strategy based on your profile and rebalance as needed.
    Start Now

    Fixed-Income Portfolio Benefits

    Professionally Managed

    Portfolio managed by a dedicated team of experts.

    Personalized Investment

    Bonds are chosen based on your profile.

    Diversification

    Portfolio based on analysis and comparison of issuers and economic sector.

    Tax Advantages2

    Potential tax-exempt income from municipal bonds.

    Capital Preservation

    Protect principal investment through maturity-focused strategies.

    Is Fixed Income Portfolio Right for Me?

    Delegate Control Over Your Bond Portfolio
    amerant investments fixed income portfolio

    Who This Benefits

    Investors who prefer to delegate decisions related to the management of their bond portfolio

    The Purpose

    Amerant Investments frees the investor from the time and effort required to implement, rebalance and maintain a bond portfolio focused on cash flows

    The Requirements

    You must have a minimum amount in account: $200,000

    Questions You May Have About Fixed-Income Portfolios. Answered.

    The minimum opening balance for a Fixed-Income Portfolio is $200,000.

    Amerant’s Fixed Income Portfolios are best for moderate or conservative investors that prefer to delegate decisions related to the management of their investment-grade bond portfolio1.

    • Discretionary management.
    • Analysis and comparison of issuers.
    • Initial investment and periodic rebalancing.
    • Diversification by issuer and by economic sector.

    • Selection of bonds according to your profile.
    • Continuous management of your portfolio.
    • Regular communication with your Investment Consultant.

    Call 1-800-320-2819 to speak with a financial expert to get started with opening your Fixed Income Portfolio today!

    Connect with a Wealth Advisor

    We’re here to help you grow. Fill out the form and we will connect you with the right person.

    1 Investment products and services offered through Amerant Investments, Inc. The advisor maintains fiduciary responsibility – it gives priority to the interests of the customer before its own.

    2 Make sure you have a clear understanding of the products before investing. Investments may have different tax consequences in different jurisdictions and will depend on the circumstances. AMTI does not offer legal or tax advice, please consult your legal, CPA, or other tax professional regarding your situation.

    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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    The entire contents of this website are subject to copyright protection. The content available on this Website is the property of Amerant Bank, N.A., Amerant Investments, Inc., or its licensors and is protected by copyright and other intellectual property laws in the United States of America and by international copyright laws.

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    Amerant Investments, Inc (Amerant Investments) is a dually registered broker-dealer and investment adviser registered with the Securities and Exchange Commission (SEC) and member of FINRA/SIPC. Amerant Investments is an affiliate of Amerant Bank N.A.

    Investment Services are provided by Amerant Investments.

    Check the background of Amerant Investments on FINRA’s BrokerCheck

    View our Client Relationship Summary Form (CRS)

    Investments are Not FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May lose value

    Trust services offered through Amerant Bank, N.A. and are limited to trust administration.

    Investment services are provided by Amerant Investments, Inc., an SEC-registered broker-dealer and member of FINRA and SIPC.

    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.


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