Personal Business Wealth Management Log In FAQ Contact Us Locations Investors Español AMERANT Investment Services Trust Services Private Banking Preferred Conduct a search Submit Amerant Smart Investing Introducing an easier way to plan your financial future Learn More Online Investments LOG IN Need a User ID? Register Previous Next 1/3 Benefits Expert advisors available at local branches. We provide our customers with knowledge, support, and reference materials that they can use to make informed decisions. We offer first-class advice on multiple platforms 24/7. Together, we can create the blueprint for your financial goals. Amerant Investments Mobile App – Manage your investments on the go. Types of Strategies Smart Investing For expert or novice investors, we offer multiple account types, with a choice of fully personalized or pre-built plans. Your individual goals, needs, and risk tolerance are factored in to create a portfolio tailored specific to you. Minimum amount to open account: US$5,000 See the complete financial picture in one place Set individual goals and needs based on risk tolerance Learn More Asset Allocation Portfolio For investors seeking capital gains that prefer to delegate decisions related to the management of their bond and stock portfolio1. Strategy Discretionary management Analysis and comparison of strategies Initial investment and periodic rebalancing Diversification by issuer, by economic sector, and by global region Services Selection of mixes and strategies according to your profile Continuous management of your portfolio Regular communication with your Investment Consultant Minimum amount to open account: US $100,000 (US $200,000 for international customers) MAKE APPOINTMENT Fixed Income Portfolio For moderate or conservative investors that prefer to delegate decisions related to the management of their investment-grade bond portfolio1. Strategy Discretionary management Analysis and comparison of issuers Initial investment and periodic rebalancing Diversification by issuer and by economic sector Services Selection of bonds according to your profile Continuous management of your portfolio Regular communication with your Investment Consultant Minimum amount to open account: US $200,000 MAKE APPOINTMENT Portfolio Advisory Service For investors seeking advice when making their own decisions about their investments1. Strategy Non-discretionary management You maintain control over every transaction Your Investment Consultant advises you on the initial implementation and periodic rebalancing of your investments, and monitors that these remain within the established parameters Services Selection of your investment strategy Recommendations based on your priorities Continuous monitoring of the performance of your portfolio Minimum amount to open account: US $500,000 MAKE APPOINTMENT Education Planning To provide control and tax advantages to customers2 who are saving and investing for future education expenses. Description No income limits for savings plan contributions Earnings can grow free from federal income tax The account owner retains control of the assets and decides on the amount and timing of withdrawals Services Personalized attention from a dedicated Investment Consultant Support in decision-making, when the investor requires it MAKE APPOINTMENT Retirement Planning To provide a tax-advantaged method for customers2 to set aside money for retirement. Description Traditional IRA: contributions may be tax-deductible and account assets grow on a tax-deferred basis Roth IRA: while contributions are not tax-deductible, account assets grow on a tax-deferred basis and earnings may be withdrawn tax-free in retirement Employer Sponsored IRAs: SEPs and SIMPLEs Services Personalized attention from a dedicated Investment Consultant Support in decision-making, when the investor requires it MAKE APPOINTMENT Important Legal Disclosures and Information OUR COMPANY About Us Careers Bank Holidays Investor Relations Environmental, Social & Governance (ESG) HELP CENTER FAQ Contact Us Locations Security Center Financial Education Center Sitemap COVID-19 LEGAL Privacy Notice Terms & Conditions Accessibility Statement Social Media Disclosures FINRABrokerCheck Customer Relationship Summary Reg. BI Supplement CONNECT WITH US! Twitter LinkedIn Facebook Instagram YouTube The entire contents of this website are subject to copyright protection. The content available on this Website is the property of Amerant Bank, N.A., Amerant Investments, Inc., or its licensors and is protected by copyright and other intellectual property laws in the United States of America and by international copyright laws. This site uses cookies and other tracking technologies to assist with navigation and your ability to provide feedback, analyze your use of our products and services, assist with our promotions and marketing efforts. Banking products and services are provided by Amerant Bank, N.A. Member FDIC. Equal Housing Lender – NMLS ID #432244. Investment services are provided by Amerant Investments, Inc., an SEC registered broker-dealer, which is a member of FINRA and SIPC. Investments are Not FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May lose value Trust services offered through Amerant Bank, N.A. are limited to trust administration. © Amerant 2021