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Fixed-Income Portfolio

Fixed-Income Portfolio managed by a team of experts.

These portfolios1 are comprised of bonds rated either investment grade or high yield, depending on the client’s profile and risk appetite. The fixed income portfolio (FIP) program is ideal for clients with a conservative or moderate risk tolerance who prefer to have their investments managed on their behalf. Work with a dedicated team of experts who will help choose the right strategy based on your profile and rebalance as needed.
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Fixed-Income Portfolio Benefits

Professionally Managed

Portfolio managed by a dedicated team of experts.

Personalized Investment

Bonds are chosen based on your profile.

Diversification

Portfolio based on analysis and comparison of issuers and economic sector.

Tax Advantages2

Potential tax-exempt income from municipal bonds.

Capital Preservation

Protect principal investment through maturity-focused strategies.

Is Fixed Income Portfolio Right for Me?

Delegate Control Over Your Bond Portfolio
amerant investments fixed income portfolio

Who This Benefits

Investors who prefer to delegate decisions related to the management of their bond portfolio

The Purpose

Amerant Investments frees the investor from the time and effort required to implement, rebalance and maintain a bond portfolio focused on cash flows

The Requirements

You must have a minimum amount in account: $200,000

Questions You May Have About Fixed-Income Portfolios. Answered.

The minimum opening balance for a Fixed-Income Portfolio is $200,000.

Amerant’s Fixed Income Portfolios are best for moderate or conservative investors that prefer to delegate decisions related to the management of their investment-grade bond portfolio1.

  • Discretionary management.
  • Analysis and comparison of issuers.
  • Initial investment and periodic rebalancing.
  • Diversification by issuer and by economic sector.

  • Selection of bonds according to your profile.
  • Continuous management of your portfolio.
  • Regular communication with your Investment Consultant.

Call 1-800-320-2819 to speak with a financial expert to get started with opening your Fixed Income Portfolio today!

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

2 Make sure you have a clear understanding of the products before investing. Investments may have different tax consequences in different jurisdictions and will depend on the circumstances. AMTI does not offer legal or tax advice, please consult your legal, CPA, or other tax professional regarding your situation.

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