A Frost Managed Account gives you the freedom and peace of mind that comes with having an experienced portfolio manager on your side. After meeting with you, your Frost portfolio manager works with you to design an investment program that’s tailored to your needs, and once it’s in place, closely monitors its progress, rebalances assets as needed and provides regular performance reviews.
Consider the advantages of a Frost Managed Account:
- diversified holdings and proven investment results
- long-term financial planning
- detailed, face-to-face portfolio reviews
- compensation based on managed asset amount