Personal Investments / Personal Managed Accounts Managed Accounts Investment strategies and services professionally managed by Frost. Your wealth advisor will guide you in making smart, informed choices to achieve your financial goals, with an experienced portfolio manager monitoring, managing and rebalancing your investments to keep them on track. View Investment Advisory Schedule of Fees 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 Investments disclosures and reports We want you to feel confident in your investment decisions. View important reports and disclosures related to our investment advisory services. Frost Brokerage Services, Inc and Frost Investment Services, LLC Customer Relationship Summary Form ADV Part 2A Firm Brochure Form ADV Part 2B Advisor Brochure Supplements Frost Investment Services Investment Management Agreement Interested in opening an account? To open a Frost managed account, or speak to a Frost wealth advisor about managed investment accounts, visit your local Frost financial center or call (888) 268-9202. Request a call oremail Find alocation