This team of dedicated and experienced investment professionals manages the Frost Fund family and specializes in making the complex simple. And they keep the little things in mind, like treating you well and picking up the phone when you call because it’s your financial success that determines theirs.
Frost Investment Advisors is a wholly owned subsidiary of Cullen/Frost Bankers and an advisor to over $9.9 billion in managed investment assets, including more than $2.8 billion in mutual fund assets, as of December 31, 2013. In addition to serving as an advisor to the Frost Mutual Fund family, Frost Investment Advisors also manages separate accounts for institutional, high net worth individuals and trust portfolios.
THE FROST MUTUAL FUND FAMILY
The Frost Mutual Fund family is a diverse lineup of registered mutual funds ranging from domestic large cap and small cap objectives to international equity and fixed income. They’re currently available through Frost Investment Advisors and on more than 100 national brokerage platforms including Schwab®, Fidelity® and E*Trade®. Our funds include:
- fixed income funds, including both taxable and tax exempt funds and are available in short term and in intermediate term maturity approaches
- equity funds, primarily invested in larger companies in the U.S.
- international funds, primarily focusing on larger companies based outside of the U.S., providing global diversification in one fund
- balanced funds, for people who prefer a fund blended across the spectrum of investing styles