FROST INVESTMENT ADVISORS, LLC

Overview

Frost Investment Advisors, LLC is a SEC-registered adviser that runs a concentrated, institutional-style asset management practice with a clear leaning toward fixed-income. The firm acts as a portfolio manager across several client types — individuals and small businesses, investment companies, and institutions — and also has CPO/CTA activity on its books. Its client mix and asset profile point to a manager that emphasizes capital preservation and income generation, with a notable allocation to U.S. government bonds and other fixed-income instruments. Investment implementation combines separate managed accounts and pooled vehicles; the firm uses mutual funds for certain exposures and allocates to third-party real estate managers for alternative exposure. Frost Investment Advisors is not positioned as an ESG-driven shop, and it reports a fee model built around a percentage of assets under management plus other fee arrangements. Its institutional focus and custodial relationship with Frost Bank suggest an integration of advisory and custody services targeted to high-balance accounts.

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