Personal Investments

A more personal way to invest your money 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.

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.

Let’s start building your financial plan together. There’s no pressure, no obligation and no charge to you.

REQUEST CALL

Build wealth with our help or on your own

Image of two people meeting Image of two people meeting
Let us manage your investments

With Frost Managed Accounts, you have an experienced portfolio manager handle your accounts for you. Your Frost portfolio manager will work closely with you to design an investment program, addressing specific investment horizons, risk tolerance, liquidity concerns and objectives.  

Learn more »

Image of laptop Image of laptom
Handle your own investments

For the hands-on investor, a Frost Brokerage Services Account allows you to trade mutual funds, corporate funds, stocks and other investment options by phone or online 24/7.

Learn more »

Image of woman at yoga Image of woman at yoga
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

Image of two people smiling Image of two people smiling
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 IRA
Offers a way to save with post-tax income. Learn more »

Traditional IRA
Allows you to save with pre-tax income. Learn more »

Rollover IRA
Lets you move funds from your old employer’s retirement plan into an IRA. Learn more »

Managed Accounts
Gives you the peace of mind of having us manage your investments. Learn more »

Image of students walking Image of students walking
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.
 

Coverdell Accounts »
529 Plans »
Custodial Accounts (UGMA/UTMA) »

Image of family Image of a family
Manage your personal estate and trust

From sound estate planning advice and administration to customized trust management, we offer a personalized approach to securing your assets for future generations.

Learn more »


Comprehensive services for more complex wealth management

Family Legacy Services

From family governance and business succession to alternative investments, our experienced team can help keep your family and culture together across generations.

Learn more »

Frost Investment Advisors

You can trust our experienced financial advisors for your corporate, foundation, endowment or other investment needs.

Learn more »

Frost Mineral Asset Management

We offer a wide range of specialists and services to help you administer your oil, gas and mineral ownership.

Frost Real Estate Management

As stewards of real estate, our managers work to preserve your assets for the long-term while optimizing their value.

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 »


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 CALL