Welcome to the FIA News & Insights, a one-stop resource that includes insights from senior investment professionals on timely market events, their views on the economy and their respective markets. Find updates on the latest media information on Frost Investment Advisors, LLC and the most recent reprints, as well as, archival information for your reference.
Update on COVID-19 pandemic
The following has been compiled from questions and comments by the investment professionals of Frost Investment Advisors:
About Frost Investment Advisors LLC
Frost Investment Advisors LLC, a wholly owned subsidiary of Frost Bank, one of the oldest and largest Texas-based banking organizations, offers a family of mutual funds to institutional and retail investors. The firm has offered institutional and retail shares since 2008.
Frost Investment Advisors' (FIA) family of funds provides clients with diversification by offering separate funds for equity and fixed income strategies. Registered with the SEC in January 2008, FIA manages more than $4.3 billion in mutual fund assets and provides investment advisory services to institutional, high net-worth clients, Frost Bank and its’ affiliates. As of May 31, 2020, the firm has $5 billion in assets under management, including the mutual fund assets referenced above.
Mutual fund investing involves risk, including possible loss of principal.
To determine if a Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk, charges, and expenses. There can be no assurance that the Fund will achieve its stated objectives. This and other information can be found in the Class A-Shares Prospectus, Investor Shares Prospectus or Class I-Shares Prospectus, or by calling 1-877-71-FROST. Please read the prospectus carefully before investing.
Frost Investment Advisors, LLC (the "Advisor") serves as the investment adviser to the Frost mutual funds. The Frost mutual funds are distributed by SEI Investments Distribution Co. (SIDCO) which is not affiliated with Frost Investment Advisors, LLC or its affiliates. Check the background of SIDCO on FINRA's BrokerCheck.
This commentary is furnished as of June 18, 2020 for informational purposes only and is not investment advice, a solicitation, an offer to buy or sell, or a recommendation of any security to any person. Managers’ opinions, beliefs and/or thoughts are as of the date given and are subject to change without notice. The information presented in this commentary was obtained from sources and data considered to be reliable, but its accuracy and completeness is not guaranteed. It should not be used as a primary basis for making investment decisions. Consider your own financial circumstances and goals carefully before investing. Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not indicators or guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is not indicative of future results. Diversification strategies do not ensure a profit and cannot protect against losses in a declining market. All indices are unmanaged, and investors cannot invest directly into an index. You should not assume that an investment in the securities or investment strategies identified was or will be profitable.
NOT FDIC Insured • NO Bank Guarantee • MAY Lose value.
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