Investors Centre can help your clients invest with confidence, aligning their investments to their unique financial objectives and broader life goals. Through the use of collective funds and bespoke research, a tailored approach can provide you with access to the latest global investment opportunities.

Advisers are increasingly focused on achieving better client outcomes through deeper alignment, and tailored strategies allow them to do this. In our recent FE Fundinfo Financial Adviser Survey, a growing number of advisers indicated they are using custom model portfolio services (MPS) or would like to do so in the future.

Tailored Investment Solutions: Meeting Your Unique Financial Needs

A custom MPS allows a wealth management or advisory firm to manage the construction, trading and execution of its own models or third party separately managed account (SMA) strategies or Direct Index programs tailored to their client needs. It can also include features such as tax loss harvesting, portfolio transition management, and incorporating held away assets to improve after-tax returns.

For a partner that can deliver these capabilities with the transparency, service and quality you expect, consider Amerant. It has the time-tested expertise, personalization and dedicated investment services you need to support your clients’ success.