Smart Portfolio

A digital advisor tool focused on your goals.

Answer a few questions and receive a personalized investment portfolio that reflects your interests and investment profile. Then, complete the application and start funding with only $500.
$0 advisory fee your first year.*
$500 minimum investment
Start a Free Profile

How Smart Portfolio Works for You

Low Opening Balance

Open an account with just $500.

Online Setup

Complete the risk tolerance questionnaire, application, and funding online.

Personalized Portfolio

Designed around your goals, needs, and risk level.

$0 Advisory Fees / First Year

$0 fees on your first year. (After the first 12 months of account’s required initial funding, a .50% annual fee will be charged quarterly in arrears based on account’s average daily balances)

360o View

Link and view all your accounts in a customizable dashboard.

Interactive Tools

Preview how changes to your risk level could impact your investment.

Smart Portfolio Makes Investing Easy

Why Choose Amerant Smart Portfolio

  • $0 advisory fees your first year *


  • Your professionally designed portfolio is free and contains personalized insights


  • Get started with only $500.


  • Receive a portfolio recommendation that reflects your interests and investment profile.

    • Questions You May Have About Smart Portfolio

    Yes, a Smart Portfolio allows you to see your complete financial picture in one place and set individual goals based on your needs and risk tolerance.

    We offer a low entry point of $5,000 and a state-of-the-art, automated, digital advice tool.

    Smart Portfolio investments are not insured by the FDIC. Investment services are provided by Amerant Investments, Inc., an SEC-registered broker-dealer and member of FINRA and SIPC.

    * AMTI will offer Free Advice for the first 12 months (excluding underlying funds expenses). After first 12 months of account’s required initial funding, a 0.50% annual fee will be charged quarterly in arrears based on accounts average daily balances.

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

    Investment services are provided by Amerant Investments, Inc., an SEC-registered broker-dealer and member of FINRA and SIPC.

    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.