Benefits

Expert advisors available at local branches.
We provide our customers with knowledge, support, and reference materials that they can use to make informed decisions.
We offer first-class advice on multiple platforms 24/7.
Together, we can create the blueprint for your financial goals.
Amerant Investments Mobile App – Manage your investments on the go.
Types of Strategies
International Products

Smart Portfolio
Discover. Learn. Invest with Smart Portfolio. A digital advisor tool focused on your goals. Begin with a free profile today. Learn More
  • Start with a free profile to get portfolio recommendations.
  • Then begin funding your portfolio with just $500.
  • $0 Advisory Fees your first year*

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: $200,000 (US and International)

Fixed Income Portfolio
For moderate or conservative investors 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