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A globally diversified portfolio of stocks and bonds focused on capital growth.
Stocks and bonds are chosen based on your goals, needs, and risk level.
A wealth management advisor to regularly review the performance of your portfolio.
Asset Allocation Portfolios are for investors seeking capital gains that prefer to delegate decisions related to the management of their bond and stock portfolio1.
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!
We’re here to help you grow. Fill out the form and we will connect you with the right person.
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.
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