A business person in the office thinking about investing.

Smart Investing

Imagine a Better Way to Invest in Yourself.

Start Investing

Invest, Your Way. We Can Help you.

Flexible Terms

Lending options and payment plans based on your business’ budget, needs, and goals.

Local Expertise

Underwriting and processing done by local experts who are equally invested in the community.

Personal Support

Get the help you need with our automated platform and support specialists.

360 Financial View

Staying on track involves more than just investing. You can link and view all your financial accounts in one place with our customizable dashboard.

Personalized

Investing isn’t a one-size-fits-all concept. Your specific goals, needs, and risk tolerance are considered to design a portfolio that is suited to you.

Flexible

Whether looking for automated guided investing or working with a financial advisor, Smart Investing has all the tools to help you achieve your goals.

Explore Smart Investing Accounts

Smart Portfolio

  • Investment portfolio designed around your goals, needs, and risk level
  • Interactive tools to measure investment risk levels
  • $0 Advisory Fees your first year*. (.50% annual fee will be charged quarterly in arrears based on account’s average daily balances after the first year)
  • Open an account with just $500
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Asset Allocation Portfolio

  • Diversification by issuer, by economic sector, and by global region
  • Regular communication with your Investment Consultant
  • Initial investment and periodic rebalancing
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Portfolio Advisory Service

  • 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
  • Continuous monitoring of the performance of your portfolio
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What You Need to Know About Smart Investing

Amerant Smart Investing is a 360-degree platform that allows you to have full financial views of your investments with multiple account types: Smart Portfolio, Asset Allocation Portfolio, Portfolio Advisory Service, and Self-Directed Brokerage.

Whether you’re a seasoned pro or a beginner, we’ve got you covered. Amerant Smart Investing offers multiple account types, with a choice of fully personalized or pre-built plans. You can even customize your homepage to make your online visits even more personal.

Staying on track involves more than just investing. You can link and view all your financial accounts in one place with our customizable dashboard.

Yes! Investing isn’t a one-size-fits-all concept. Your specific goals, needs, and risk tolerance are considered to design a portfolio that is suited to you.

Whether looking for automated guided investing or working with a financial advisor, Smart Investing has all the tools and extreme flexibility to help you achieve your goals.

Just answer a few questions about your financial beliefs and habits, and we’ll generate an investment portfolio that’s tailor-made for you.

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