Amerant Investments, Inc.

Amerant Investments, Inc., based in Coral Gables, Florida, offers Portfolio Advisory Services (PAS) and Fixed Income Portfolios (FIP) as part of its Wrap Fee Program. PAS is a proactive advisory program tailored for clients seeking tailored advice, with options for non-discretionary or discretionary management. Clients can buy/sell securities in non-discretionary accounts with final approval, while discretionary accounts are actively managed by Amerant. The FIP is a low turnover buy-and-hold strategy with discretionary management by Amerant based on agreed Investment Guidelines. Amerant utilizes third-party services for Unified Managed Accounts (UMA) within the PAS program. For PAS, fees range from 0.75% to 1.75% plus an additional fee for third-party managers selected from the UMA Platform. FIP fees range from 0.85% to 0.95%. The minimum initial account size for PAS is $500,000, and for FIP, it is $200,000. Clients can communicate with their Investment Counselor regarding their accounts. Amerant emphasizes a structured approach to analysis and investment strategies, including client profiling, portfolio selection, bond analysis, and performance evaluation. The firm discloses its Code of Ethics, personal trading policies, and potential conflicts of interest. Clients are encouraged to review the firm's privacy policy and can limit sharing of personal information.