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Highlighting a Recent Achievement

  | May 20 , 2024

Frost Credit Fund Awarded 2024 Lipper Fund Award  


We are honored to announce that the institutional class of the Frost Credit Fund has been recognized by LSEG with the 2024 Lipper Fund award for “Best Fund over 10 years” in the Alternative Credit Focus Fund category. *

For more details, check out the overview article by LSEG on their 2024 Lipper Fund Awards along with the list of all United States Winners. At Frost Investment Advisors LLC, our clients are our priority, and this third-party validation from a well-respected and trusted financial brand reinforces our commitment to providing comprehensive investment solutions for our clients.

*The Alternative Credit Focus Fund category has 15 funds and is ranked as of Jan. 1, 2023, to Dec. 31, 2023.

Past performance is no guarantee of future results. The LSEG Lipper Fund Awards are determined annually.

Investment products are not FDIC insured, are not a deposit or obligation of Frost Bank, and involve risk including possible loss of principal.

Frost Investment Advisors, LLC is a registered investment adviser with the United State Securities and Exchange Commission and is a wholly owned subsidiary of Frost Bank. Frost Investment Advisors, LCC archives and reviews outgoing and incoming e-mail and may produce any e-mail at the request of regulators.

Frost Investment Advisors, LLC provides services to its affiliates, Frost Wealth Advisors, Frost Brokerage Services, Inc. and Frost Investment Services, LLC. Services include market and economic commentary, recommendations for asset allocation targets and selection of securities; however, its affiliates retain the discretion to accept, modify or reject the recommendations.

Frost Wealth Advisors (FWA) is a division of Frost Bank [a bank subsidiary of Cullen/Frost Bankers Inc. (NYSE: CFR)]. Brokerage services are offered through Frost Brokerage Services, Inc., Member FINRA/SIPC, and investment advisory services are offered through Frost Investment Services, LLC, a registered investment adviser. Both companies are subsidiaries of Frost Bank.

This communication is intended only for the use of the individual or entity to which it is addressed and contains or may contain information that is privileged, confidential or exempt from disclosure under applicable law. If the reader of this communication is not the intended recipient (or the employee or agent responsible for delivering to the intended recipient), you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, please disregard and delete this communication, a do not disseminate or retain any copy of this communication.

About LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.

The LSEG Lipper Fund Award is not affiliated with Frost Investment Advisors.

To determine if this fund is an appropriate investment for you, carefully consider the fund’s investment objectives, risk factors, charges, and expenses before investing This and other information may be found in the fund’s full or summary prospectus, which may be obtained by calling (800) 438-4891 ext. 54443. Please read the prospectus carefully before investing.

Mutual fund investing involves risk including possible loss of principal. Bond and bond funds are subject to interest rate risk and will decline in value as interest rates rise. There can be no assurance that the fund will achieve its stated objectives.

The Frost mutual funds are distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Dr., Oaks, PA 19468, which is not affiliated with Frost Investment Advisors or its affiliates.

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