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.
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Hosted by Olivier Dardant, CFA® and Alan Adelman
Written by: Olivier Dardant, CFA® of Frost Investment Advisors, LLC
Written by: John Lutz, CFA® of Frost Investment Advisors, LLC
Mutual fund investing involves risk, including possible loss of principal.
Diversification may not protect against market risk. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Narrowly focused investments and smaller companies typically exhibit higher volatility. Bonds and bond funds will decrease in value as interest rates rise.
To determine if a Fund(s) is an appropriate investment for you, carefully consider the Fund(s) investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the Fund(s) prospectus, and if available, the summary prospectus, which may be obtained by calling (877) 71-FROST or by visiting Fund(s) website. Please read Prospectus carefully and if available, the summary 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.
The views and opinions are those of the portfolio management team, and may not reflect the opinions of all portfolio managers. Opinions offered are subject to change at any time due to market or economic conditions and may not necessarily come to pass. Certain information or data relayed in any commentary or outlook publication may be obtained from a third party sources. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors. Any forecasts and/or estimates which may be referenced are subject to change and may not come to pass. Viewpoints expressed with regard to expected market returns and market outlooks is based on the research, analysis and opinions of the portfolio manager(s). Any conclusions relayed are hypothetical in nature, may not come to pass and are not intended to indicate the future performance of any of the firm’s investment products.
Commentaries and/or Outlooks are, intended to be for informational and educational purposes, and should not be deemed as a recommendation.
Investment products are not FDIC insured, are not a deposit or obligation of Frost Bank, and involves risk including possible loss of principal.
Frost Investment Advisors, LLC (FIA), is a registered investment advisor with the United States Securities and Exchange Commission.