Foster Investment Services

Foster Investment Services is a small, advisor-supported registered investment adviser that provides discretionary portfolio management to individuals and a range of institutional clients, including corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. As of year-end 2025 the firm reports managing about $89 million across roughly 262 client relationships and does not impose a minimum account size.

The firm employs a value-oriented, bottom-up investment process with a primary long-term focus while retaining the flexibility to buy, sell, or reallocate positions held less than one year to meet client objectives or changing market conditions. Portfolios are constructed from equities, corporate/municipal/government bonds, mutual funds, ETFs, CDs and cash equivalents, with an expressed emphasis on preservation of capital and case-by-case diversification.

Noteworthy features for a firm of this size include its small, owner-operated advisory team serving both individual and institutional accounts without account minimums and conducting discretionary management and periodic in-house reviews. The firm participates in an institutional custody and support program that provides execution and research resources, does not accept proxy-voting responsibility for client accounts, and discloses no disciplinary history in its brochure.