Foster Investment Management, LLC

Overview

Foster Investment Management, LLC is a small, privately owned investment adviser organized as an LLC that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and provides portfolio management services for individuals and small businesses, with market timing services as part of its offering. Investment activity is heavily tilted toward publicly traded equities — both individual stocks and exchange-traded products — and the firm’s stated preference is equities as its primary allocation. Foster is not an active ESG investor and is not registered as a multi-state adviser. Given the small client base and the mix of discretionary and non-discretionary mandates, the firm appears positioned to deliver tailored, account-level management rather than large-scale institutional solutions. Market timing capabilities suggest the team employs tactical trading or short-term position adjustments alongside longer-term equity allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices