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    Home / Personal / Amerant Investments / About Amerant Investments
    amerant investments our approach

    Investing in Your Future

    Investing with Amerant Means Investing in You

    Start Investing

    Our Investment Approach

    Amerant Wealth Advisors ask targeted questions to uncover crucial insights that shape each client’s unique financial journey. Through transparent, streamlined communication, the team establishes a comprehensive foundation for each plan—one that encompasses every priority, concern, and objective. Upon establishing clear client objectives, our Wealth Management experts collaborate to chart an optimal course forward.

    The team develops investment strategies centered on each client’s specific goals and requirements, evaluating their complete financial position to create an actionable, integrated wealth strategy aligned with individual interests and expectations. Our seasoned professionals then craft and implement a personalized plan built precisely around these defined objectives.

    Why Choose Amerant Investments?

    Expert Guidance

    Our Wealth 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.

    wealth management advisor services offered to amerant customers

    The Investment Journey

    Investing represents a unique journey for each individual. Amerant Investments delivers customized solutions and premium service quality designed to guide clients throughout their financial path. The firm focuses on client-identified priorities, helping investors maintain commitment to their established goals while building confidence in their financial strategy.
    Through a simplified process and tailored communication approach, Amerant Investments upholds its fiduciary responsibility by delivering transparent, sound advice uniquely suited to each client’s circumstances. The firm’s commitment to providing recommendations aligned with individual client needs reflects its dedication to long-term client success.
    As a trusted partner in Wealth Management, Amerant Investments stands ready to guide clients toward their financial objectives through personalized attention and strategic expertise.

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

    Meet Our Team

    Andy Garganta

    Senior Vice President, Head of Wealth Management

    Andy has 20 years of experience in the financial industry. As the Head of Wealth Management at Amerant Investments, he leads the firm’s wealth…

    View Profile

    Baylor Lancaster-Samuel

    Senior Vice President, Chief Investment Officer

    With 25 years of experience in the financial industry and three years with Amerant Investments, Baylor oversees top-of-the-house communication…

    View Profile

    Sergio Guerrero

    Senior Vice President, Head of Wealth Management Operations/FINOP

    Sergio has 18 years of experience in the financial industry and 16 years with Amerant Investments. Responsible for the firm’s trading & supervision…

    View Profile

    andy garganta's quote about amerant investments approach to customers

    Earning Our Reputation

    Andy Garganta featured in the Coral Gables Magazine

    Andy Garganta, SVP, featured in Coral Gables Magazine

    As featured in Coral Gables Magazine’s October Issue, our Head of Wealth Management, Andy Garganta, CPWA®, shared his thoughts on financial planning in the post-covid era, and how the current generations are dealing with transfer of wealth.

    Learn More
    Baylor Lancaster-Samuel featured in Miami Today Newspaper

    Baylor Lancaster-Samuel, CIO, Featured in Miami Today

    Amerant Investments’ Chief Investment Officer, Baylor Lancaster-Samuel, sat down with Miami Today Newspaper to share her views on investments in the current market and delivering a personalized approach to our clients.

    Read More

    Citywire Next Generation 2025 Awards | Wealth Management

    Juan Camillo Hernandez and Sebastian Gomez have been recognized as finalists in the Senior Wealth Management category for the 2025 Next Generation Awards by Citywire, celebrating their impact in the wealth management industry.

    Learn More

    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
    Learn More

    Fixed Income Portfolio

    • Diversification by issuer and by economic sector
    • Selection of bonds according to your profile
    • Analysis and comparison of issuers
    Learn More

    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
    Learn More

    Brokerage Services

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

    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
    Learn More

    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
    Learn More

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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.

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    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.


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