$8.1M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
16 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- AlphaVector ridge
- Established Date
- 07-30-2009
- Office Locations
- 1
Office Locations
-- Wyomissing PA
About Foster Investment Management, LLC
Foster Investment Services is a Kentucky-formed RIA founded in 2017 that provides investment management for individuals and families, including IRAs, trusts and 401(k) rollovers. The firm emphasizes capital preservation and risk-adjusted returns, with portfolios largely implemented via ETFs and the ability to run individually managed fixed income/bond accounts; custody includes Altruist.
Team overview
49 AVG AGE
$8.1M AVG AUM / ADVISOR
$675.9K AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Frontier Quantum Insight horizon
Custodian
Ridge crest
Investment Themes
Timber Vector Radial Timber
Investment Vehicles
Pioneer North
Platform
Frontier glacier
Services
Meridian oak Vector
Technology
Pioneer horizon Matrix bridge
Owner & Executives
S
SCOTT GEOFFREY FOSTER
Chief Compliance Officer, Partner
- CRD
- #5612333
- Ownership
- 75% or more
(621) 270-5315
prime.vertex@unisoncapital.com
in linkedin.com/in/zenith-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,750,987 | -- |
| Non-Discretionary | $6,359,458 | -- |
| Total | $8,110,445 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,110,445
Equity - Exchange:
53.2% Cash:
46.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $399,143,888 | 53.2% |
| Cash | $351,126,578 | 46.8% |
| Total | $750,270,466 | 100.0% |