Benefits

We think each of you is important.
We give support, knowledge, and resources.
We offer first class advice at your fingertips.
We develop strategies that reflect your aspirations.
Amerant Investments Mobile App - an essential solution for managing your investments.
Strategies Meant for You
International Products

Asset Allocation Portfolio
For investors seeking capital gains that prefer to delegate decisions related to the management of their bond and stock portfolio1.
  • Strategy
    • Discretionary management
    • Analysis and comparison of strategies
    • Initial investment and periodic rebalancing
    • Diversification by issuer, by economic sector, and by global region
  • Services
    • Selection of mixes and strategies according to your profile
    • Continuous management of your portfolio
    • Regular communication with your Investment Consultant
  • Minimum amount to open account: US $100,000
    (US $200,000 for international customers)

Fixed Income Portfolio
For moderate or conservative investors looking for cash flows that prefer to delegate decisions related to the management of their investment-grade bond portfolio1.
  • Strategy
    • Discretionary management
    • Analysis and comparison of issuers
    • Initial investment and periodic rebalancing
    • Diversification by issuer and by economic sector
  • Services
    • Selection of bonds according to your profile
    • Continuous management of your portfolio
    • Regular communication with your Investment Consultant
  • Minimum amount to open account: US $200,000

Portfolio Advisory Service
For investors seeking advice when making their own decisions about their investments1.
  • Strategy
    • Non-discretionary management
    • 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
  • Services
    • Selection of your investment strategy
    • Recommendations based on your priorities
    • Continuous monitoring of the performance of your portfolio
  • Minimum amount to open account: US $500,000

Education Planning
To provide control and tax advantages to customers2 who are saving and investing for future education expenses.
  • Description
    • No income limits for savings plan contributions
    • Earnings can grow free from federal income tax
    • The account owner retains control of the assets and decides on the amount and timing of withdrawals
  • Services
    • Personalized attention from a dedicated Investment Consultant
    • Support in decision-making, when the investor requires it

Retirement Planning
To provide a tax-advantaged method for customers2 to set aside money for retirement.
  • Description
    • Traditional IRA: contributions may be tax-deductible and account assets grow on a tax-deferred basis
    • Roth IRA: while contributions are not tax-deductible, account assets grow on a tax-deferred basis and earnings may be withdrawn tax-free in retirement
    • Employer Sponsored IRAs: SEPs and SIMPLEs
  • Services
    • Personalized attention from a dedicated Investment Consultant
    • Support in decision-making, when the investor requires it

Important Legal Disclosures and Information