Investment Services | Amerant Bank

How Investment Services* Benefit You

Guidance

Managed Portfolios

Work with a team that curates and builds your portfolio based on a custom profile focused on performance.

Managed Strategies

For over 30 years, our private client teams have provided comprehensive strategies that have helped individuals reach their goals.

Extensive Options

Whether focused on thematic investing, impact investing, fixed income, real assets, or private equity, there is an inexhaustible list of solutions.

*These services are not FDIC or any other Government Agency Insured | Are Not Deposits Guaranteed | May lose value

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Investing for Success

Your Goals, Met.

Amerant Investments approaches each individual with a unique perspective. What sets us apart is a level of expertise rooted in the communities we serve with a view on providing world-class excellence. As an award-winning bank, we employ investment strategies that are unique to each client. Our clients have come to expect a level of service unparalleled in the industry.

Connect with a
Wealth Advisor

Have one of our experts contact you directly in one business day.

Customer information provided in order to set up this appointment will not be used to update any customer records and this information will only be used to service this appointment. NOTE: Investments offered through Amerant Investments, Inc.: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value | Are Not Insured by Any Federal Government Agency | Are Not A Condition of Any Banking Activity.

Banking products and services provided by Amerant Bank, N.A., 220 Alhambra Circle, Coral Gables, FL 33134 @ 2025 Amerant Bank, N.A member FDIC Equal Housing Lender.

* These services are not FDIC or any other Government Agency Insured | Are Not Deposits Guaranteed | May lose value

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 FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May lose value

USA PATRIOT Act

To help the government fight the funding of terrorism and money laundering activities, the Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What does this mean for you? When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may ask to see your driver’s license or other identifying documents.

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