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Asset Allocation Portfolio

Manage your portfolio with Asset Allocation.

An Asset Allocation Portfolio offers a mix of stocks and bonds based on your goals, needs, and risk level. Our experts analyze and compare strategies and investments before creating your personalized portfolio of diversified issuers, economic sectors, and global regions. You’ll also have regular communication with your wealth management advisor to review the performance of your portfolio.1
Minimum opening balance $200,000.
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How Asset Allocation Portfolios Help Your Business

Diversified Portfolio

A globally diversified portfolio of stocks and bonds focused on capital growth.

Personalized Investments

Stocks and bonds are chosen based on your goals, needs, and risk level.

Portfolio Performance

A wealth management advisor to regularly review the performance of your portfolio.

Questions Regarding Asset Allocation Portfolios. Answered.

Asset Allocation Portfolios are for investors seeking capital gains that prefer to delegate decisions related to the management of their bond and stock portfolio1.

  • Discretionary management.
  • Analysis and comparison of strategies.
  • Initial investment and periodic rebalancing.
  • Diversification by issuer, by economic sector, and by global region.

  • Selection of mixes and strategies according to your profile.
  • Continuous management of your portfolio.
  • Regular communication with your Investment Consultant.

The minimum amount to open an Asset Allocation Portfolio is $200,000 (US and International).

Call 1-800-320-2819 to speak with a financial expert to get started with opening your Asset Allocation Portfolio today!

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Wealth Managament Advisor

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1 Investment products and services offered through Amerant Investments, Inc. The advisor maintains fiduciary responsibility – it gives priority to the interests of the customer before its own.

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 insured by the FDIC or other government agencies, not bank guaranteed, and may lose value.