FOSTER GROUP, INC.

Overview

Foster Group, Inc. is an independent registered investment adviser formed in 1991 that serves both individual and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and offers pension consulting services. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee arrangements, allowing flexibility for different client relationships. Investment approach is centered on public funds and ETF-driven portfolios for core equity exposure, with a pronounced use of low-cost broad-market funds—its largest reported position is the Vanguard Total Stock Market Index Fund. Foster Group identifies as an active ESG investor, and supplements core public-market allocations with alternatives and income-oriented products when appropriate. The firm uses third-party alternative managers for access to private placements and real assets rather than acting as a principal capital allocator. Custody is concentrated with Charles Schwab & Co., Inc. and Pershing Advisor Solutions LLC, reflecting a custodial setup built to support both high-net-worth households and institutional accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices