Foster Investment Services

Foster Investment Services is a registered investment adviser that provides discretionary portfolio management to individuals and institutional clients, including corporate pension and profit‑sharing plans, foundations, endowments, and corporations. The firm manages roughly $89.9 million in client assets across about 265 accounts and offers investment management and related advisory services.

The firm employs a value‑oriented, bottom‑up investment approach that emphasizes fundamental analysis of balance sheets, cash flow and valuation metrics and a generally long‑term holding horizon, while retaining the flexibility to trade positions held less than one year when client objectives or market conditions warrant. Portfolios may include equities, corporate and municipal bonds, mutual funds, ETFs, CDs and other appropriate investments, and account reviews are performed periodically by the small advisory team.

Distinctive features for a firm of this size include founder ownership and a two‑person advisory team in which one investment representative also serves as office manager and compliance officer, and both advisory personnel report holding limited outside agricultural activities; these operational characteristics are atypical for peers. The firm’s scale and client count indicate a primary focus on individual investors rather than a concentrated high‑net‑worth clientele, it manages all client assets on a discretionary basis, and it does not accept proxy‑voting responsibility for client accounts.