Fund Management

When you work with AmertFinance , you get access to global research — all designed to help you reach your unique goals.


If you are planning to buy a home, save for college, or even buy a new car, AmertFinance offers a wide variety of educational seminars and tools to help you reach your goals and to stay safe in this changing financial landscape. Browse our seminars in North Carolina and California and read about the community events we participate in below


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Focused on your success
At AmertFinance , we don’t define success by the numbers, but by how well we’ve met your needs in understanding your objectives and developing a strategy to help you achieve them. See what it’s like to work directly with a AmertFinance financial advisor.


A team tailored to your approach


AmertFinance helps individuals and their families who are seeking sophisticated planning and solutions to manage their substantial wealth — now and for the future.




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Online investing


AmertFinance ® gives you the investment insights and access to the convenience of AmertFinance banking. With AmertFinance , you get access to a wide range of investments, easy-to-use tools and independent research, low standard pricing plus one on one support when you want it.





AmertFinance Online Banking Security Tips:

Giving away your Internet Banking login, card details, PIN and codes from your token device, gives anyone total access to your account. AmertFinance will never ask for any of these details via any form of communications

Seeing a phone number or email address you recognize does not mean it is genuine. Always give cold-callers a cold reception

Create strong passwords for your Internet Banking login and card details. Change them often.

Check your bank account statements and card transactions regularly to make sure these only reflect transactions you have made. If you see a transaction you cannot explain, report it to the bank.

Always log-out after using Online Banking.


AmertFinance CURRENT INTEREST RATES:
2.22% 48 MONTH CERTIFICATE 0.30% SAVINGS ACCOUNT
0.35% MONEY MARKET 0.49% IRA