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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.

Investing for Success

Your Goals, Met.

Amerant Private Client 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 private client. Our clients have come to expect a level of service unparalleled in the industry.

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Wealth Management
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 @ 2019 Amerant Bank, N.A member FDIC Equal Housing Lender.

Available to Florida and Texas residents only.