Personal Products & Services / Personal Investments A more personal way to invest your money At Frost, we take a personal approach to investing. After all, it’s about your family, your goals, your lifestyle and your dreams. So, we take the time and effort to get to know you. And because your financial situation changes over time, we view our relationship as a long-term partnership. Together, we’ll work to take care of you and your family today and for generations to come. Let’s start building your financial plan together. There’s no pressure, no obligation and no charge to you. Request a call Step into 2026 confidently with our financial planning checklist Download today Powerful technology backed by personal service We offer the latest technology for everything from financial planning to online trading. Learn more Sound financial planning at no charge An experienced advisor will work with you on a financial plan — at no cost to you. Low fees leave you with more to invest With our competitive pricing structure, you keep more of your money to invest. Build wealth with our help or on your own Let us manage your investments Your investment decisions are highly personal. That’s why Frost is here to help you navigate them and make smart, informed choices about your finances. We will work closely with you to address your specific investment objectives including your investment time horizon, risk tolerance and liquidity needs. Learn more You chart your financial course; we help you get there Our brokerage accounts are a good option for the more hands-on investor. Brokerage accounts allow you the flexibility to make your own investment decisions, with the option for reviews and recommendations from our team. We offer a wide range of investment options ranging from mutual funds, stocks and more. With a Frost brokerage account, you have 24/7 access to our Invest Online service. Learn more Diversify the easy way Frost Mutual Funds offers the advantage of investing for long-term goals with multiple categories of equity and fixed income funds. Learn more Investment options for every stage of life Plan for your retirement We know everyone has a different vision for retirement. That’s why we have a wide range of retirement products designed to meet your unique goals — and a staff of seasoned investment professionals who can help you achieve them. Roth IRAOffers a way to save with after-tax income Traditional IRAAllows you to save with pre-tax income Rollover IRAMove funds from your old employer’s retirement plan into an IRA Save for education As the costs of college and private school tuition continue to rise, Frost can help you save through a variety of products and our extensive experience with education funding. Explore education plans and accounts Financial planning Your Frost wealth advisor works with you to build and nurture an ongoing relationship to help you pursue your financial goals, so that as life changes, your investment strategies can change with it. Your Frost wealth advisor will meet with you regularly to: Learn your current goals See how your finances are looking Develop your financial plan and put it into action Monitor and fine tune your plan over time Additional investment offerings and services Donor-Advised Funds A donor-advised fund is designed to help you simplify your donations, provide tax advantages and enable you — and your favorite charities — to get the most from your giving. Learn more Personal Investments Online Services With the latest technology, you and your wealth advisor gain an even deeper understanding of your entire financial picture across all types of investment accounts. Learn more Alternative investments Frost offers additional investment choices to help preserve and grow your portfolio. Learn more Let’s talk about you Let’s talk about your current financial situation, your short-term goals, and your dreams for the future. After all, we believe in building long-term relationships, and we’d appreciate the opportunity to start one with you. Let’s start building your financial plan together. There’s no pressure, no obligation and no charge to you. Request a call or email Check the background of this firm on FINRA's BrokerCheck View Frost Brokerage Services, Inc. and Frost Investment Services, LLC Customer Relationship Summary