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    Grow Your Wealth with Confidence

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    Invest Smarter, Not Harder

    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.

    The AM Call

    The AM Call: Back in the Black

    May 19, 2025
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    The AM Call: Let’s Make a Deal

    May 12, 2025
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    The AM Call: Holding Pattern

    May 5, 2025
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    The AM Call: Stand by Your Man

    April 28, 2025
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    The AM Call: The World is Not Enough

    April 21, 2025
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    The AM Call: Shock and Awe

    April 14, 2025
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    The AM Call: Welcome to the Jungle

    April 7, 2025
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    Your Trusted Partner in Investing

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    We Put Our Clients First

    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.

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    Generational Wealth

    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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    Amerant Investments
    2025 Outlook

    In this report, we provide our thoughts on the year ahead in markets after 2024 brought another strong year in equities, lackluster fixed income returns. The incoming administration is likely to focus on pro-growth, pro-domestic economic policies, higher tariffs, lower taxes, and less regulation. For 2025, we encourage clients to rebalance portfolios away from momentum equities such as tech; in equities, look for lower P/E sectors; in fixed income, focus on income.

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    Of Interest Blog

    Investing Insights from the Experts

    Imagine Tomorrow Investing & Wealth sports panel with Raheem Mostert, Averee Dovsek and Jaime Jaquez, Jr.

    Imagine Tomorrow: Wealth + Investing Series – A Night of Financial Insights and Sports Perspectives

    April 11, 2025
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    Amerant Investments 2025 Outlook: Yesterday’s Gains, Tomorrow’s Challenges

    January 3, 2025
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    Five Essential Steps to Take When Turning 65

    August 2, 2024
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    Imagine Tomorrow Wealth + Investing Event Series

    July 5, 2024
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    Investing in the United States for International Clients 

    May 31, 2024
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    Investment Services with Amerant Bank – An Overview 

    May 2, 2024
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    An older couple is retirement planning with help from an Amerant wealth advisor

    Retirement Planning – A Guide to Planning Your Future 

    April 25, 2024
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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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    Investments are Not FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May lose value

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