Westlake, FL Office

Amerant Investments serves primarily affluent and high-net-worth individuals, as well as personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets with both discretionary and non‑discretionary advisory arrangements. The firm offers portfolio management for individual accounts, sponsors wrap-fee programs (the Fixed Income Portfolios and Portfolio Advisory Services), and provides a platform for separately managed accounts and UMAs.

The firm structures client relationships around investor profiling and model portfolios, using quantitative and qualitative due diligence to select components, periodic rebalancing, and performance monitoring; it also engages third‑party portfolio managers and sub‑advisors to manage model strategies. AMTI supports unified managed accounts and uses third‑party technology and a centralized marketplace to access alternative investments and to assist with rebalancing and model implementation.

Several operational features distinguish AMTI from many peer team firms: it is a wholly owned subsidiary of Amerant Bank, N.A., and is dually registered as an SEC‑registered investment adviser and a FINRA broker‑dealer, executing advisory trades through its broker‑dealer and waiving ticket commissions for advisory accounts. The brochure also discloses management of a proprietary UCITS ETF (with a separate management fee), referral arrangements with its bank affiliate for securities‑based lending, indications of a non‑U.S. client footprint, and directs readers to FINRA BrokerCheck for any disciplinary information rather than listing disclosures in the brochure itself.