Digital Advisor Investment Tool Focused on Your Goals.

Smart Portfolio gives you access to our Smart Investing Platform, providing a full financial view via multiple investment advisory solutions.

Our digital advisor tool gives you access to multiple investment advisory solutions.

• Smart Portfolio

• Asset Allocation Portfolio

• Portfolio Advisory Service

Dream big, invest easy.

Effortless tools. Our easy to use investing platform automatically provides you with a financial strategy that’s tailored to your life, goals, and style.


Fast action. Open an account, fund it with as little as $500, and empower your dreams all in one smooth, guided process. With just a few clicks, your financial journey can quickly begin.

How it works.

Step 1:

Tell us about you.

Give us some info about your goals, interests, and timeline, then within seconds you’ll have a recommended portfolio that fits your needs and your style.

Step 2:

Track your progress.

Monitor your dashboard and watch your investments. You can also link other accounts to get a full picture of your financial progress.

Step 3:

See your portfolio.

After reviewing your new recommended Marstone portfolio, we’ll get a few more details to finalize and open your investment account.

Step 4:

Start Investing.

Fund your new account with as little as $500, and get invested in a powerful future. There’s no paperwork involved, eveything is fully automated and digital.

Starting Out? It’s never too early to plant the seeds for your brightest future. Our intuitive do-it-yourself investing tools help you embark on a smart financial path with confidence.


Seasoned Investor? Manage your existing holdings with our professionally designed portfolios and uncover new opportunities for yourself and your family. Diversify today to help reach new heights of financial well being.

The right time is right now.

Fuel your dreams. You’ve put in the hard work, now let it pay off. Whether your dreams include an epic vacation, a new home, or a secure retirement, start empowering all your ambitions.


Track progress. Watch your goals take shape on your account dashboard by creating automated recurring deposits, linking external financial accounts, and overseeing your full financial picture—anytime, anywhere.

Let your future take flight.

Frequently Asked Questions

Questions? We have answers.

  • Yes, a Smart Portfolio allows you to see your complete financial picture in one place by connecting different accounts from other financial institutions to your account dashboard. You can also set individual goals based on your needs and risk tolerance.

  • We offer a low entry point of $500 and a state-of-the-art, automated, digital advice tool.

  • There is a 0.50% annual fee on your average daily balance; charged quarterly.

  • Get guidance from a wealth management advisor on your chosen portfolio.

    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.

  • Smart Portfolio investments are not insured by the FDIC. Investment services are provided by Amerant Investments, Inc., an SEC-registered broker-dealer and member of FINRA and SIPC.

More questions? Check out our FAQs to learn more.