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Investment Services

Invest to reach your goals. We can show you how.

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Select 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
  • $0 Advisory Fees your first year*. (.50% annual fee will be charged quarterly in arrears based on account’s average daily balances after the first year)
  • Open an account with just $500
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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.

Wide Variety of Investment 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.

More Investing Solutions

Portfolio Advisory Service

Portfolio Advisory Service
Education Services

Education Services
Retirement Services

Retirement Services

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