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.
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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
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.