Foster Investment Management is a financial advisory firm that provides investment management services. They use a core and satellite approach, where the core consists of passively managed securities and the satellite portion consists of actively managed holdings. This approach aims to minimize costs, tax liability, and volatility while seeking superior returns. They tailor their services based on your timeline and risk tolerance.
Assets Under Management$7.9M
Clients6
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$7.9M
Fee Structure
Investment management only (planning not offered)
Foster Investment Management manages your investments for a fee. The brochure does not specify the fee schedule.
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