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Portfolio Advisory Service

Portfolio Advisory Services offer independent investing with expert advice.

Our Portfolio Advisory Service is ideal for those who want to make their own investment decisions but still want guidance from an expert.1 Get personalized advice on strategy and investments from a dedicated Wealth Advisor who will monitor your portfolio and advise on rebalancing when needed.
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How You Will Benefit from Personal Advisory Services

Expert Guidance

A dedicated Wealth Advisor to advise on and monitor your portfolio.

Complete Control

You’ll make the decision on every transaction.

Personalized Portfolio

Strategy and recommendations based on your priorities and goals.

Comprehensive Wealth Management

Integrated investment, retirement planning and tax-efficient investment strategies.2

Market Insights

Access to educational resources and market insights.

Portfolio Reviews

Get regular portfolio reviews and strategy updates.

Is Portfolio Advisory Service Right for Me?

two colleagues discuss porfolio advisory services provided by amerant investments

Who This Benefits

Customers seeking advice when making their own decisions about their investments

The Purpose

Amerant Investments provides the investor with the advice and information necessary for the implementation, rebalancing and maintenance of their portfolio

The Requirements

You must have a minimum amount in account: $500,000

Introducing UMAs3

Amerant Investments SmartX services offered to customers

Unified Managed Accounts3

An Investment Management Product That Works for You

UMAs3 are innovative investment products that simplifies how financial advisors manage their clients’ portfolios. Here’s what makes it special:

  • A unified platform that brings all your investments together in one place, making it easier to track and manage your wealth
  • Cutting-edge solutions that help your advisor provide better service and more personalized investment strategies
  • A personalized product that grows with your needs, whether you’re just starting out or managing complex investment portfolios

    • Questions Regarding Portfolio Advisory Services. Answered.

    Contact us today for an expert initial consultation: Call 1-800-320-2819 or fill out the contact form below and an Amerant Investments representative will be in touch.

    Our minimum investment typically starts at $500,000.

    Your investments are held by established custodians with SIPC protection. We employ robust security measures including encryption, multi-factor authentication, and regular security audits to protect your information and assets.

    Connect with a Wealth Advisor

    We’re here to help you grow. Fill out the form and we will connect you with the right person.

    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.

    3 If utilizing UMA Services, Customer will pay an additional fee, which could go up to 2%, to the Sub-advisor to cover the management fees charged by the applicable UMA Managers selected to manage client’s assets. This additional fee will be deducted from Customer’s account and paid to the sub-advisor quarterly, in arrears. Please contact your Wealth Advisor for specific details on fees charged by UMA third-party managers. Refer to WRAP fee brochure for a more detailed information about advisory and other services costs.

    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