Foster Investment Service

Foster Investment Services, Limited Liability Company ("Foster Investment Services" or "we" or the "Firm") is a registered investment advisor, established in 2017. Headquartered in the heart of Kentucky, we are a family-owned and operated business, committed to providing investment management services and investing advice to our clients. Our goal is to deliver superior risk-adjusted investment returns while prioritizing capital preservation. The cornerstone of our business philosophy is to provide honest service, prudent investments, and reasonable fees.

Our Team

Our team is led by Logan E. Foster, the Managing Member and an Accredited Investment Fiduciary. Logan holds a B.S. degree from the University of Kentucky and has over three decades of experience in the financial services industry. M. Louise Foster, our Office Manager and Marketing Coordinator, brings extensive administrative and marketing skills to the table. She holds two B.A. degrees from Transylvania University and the University of Kentucky and an M.S. degree from the University of Kentucky. George L. Foster II, an Investment Advisor Representative, holds a B.A. degree from the University of Kentucky and is responsible for client relations and head of the trading department.

Our Services

At Foster Investment Services, we offer a comprehensive range of investment management services, tailored to meet the unique needs of our clients. Our services include:

• Individual and Joint Accounts: We manage individual and joint accounts, providing customized investment strategies to help our clients achieve their financial goals.
• Custodian Accounts: We offer custodian accounts, ensuring that our clients' assets are held by a trusted third-party custodian.
• IRAs (Traditional, Roth, SEP and more): We provide investment management services for various types of IRAs, helping our clients maximize their retirement savings.
• 401K Rollovers: We assist our clients in rolling over their 401K accounts, ensuring a smooth transition and continued growth of their retirement savings.
• Trust Accounts: We offer investment management services for trust accounts, helping our clients protect and grow their wealth for future generations.
• Individually Managed Bond/Fixed Income Accounts: We provide customized bond and fixed income account management, focusing on capital preservation and income generation.

Our Investment Strategies

At Foster Investment Services, we employ a prudent and sensible approach to investment management. We do not believe in taking unnecessary risks with our clients' hard-earned money. Our investment strategies include:

• Principal Preservation: We focus on preserving our clients' capital, ensuring that their investments are protected from market volatility.
• Dividend Growth Investing: We build portfolios around a rising stream of income, focusing on investments that offer consistent dividend growth.
• Building a Portfolio around a Rising Stream of Income: We specialize in creating portfolios that generate a consistent and growing stream of income, providing our clients with financial security and peace of mind.

Our Commitment

At Foster Investment Services, we are committed to providing honest service, prudent investments, and reasonable fees. We are held to a Fiduciary Standard of Business Conduct, which means we are legally obligated to put our client's interests first. We do not receive any commission revenue from client accounts and do not charge or get paid commissions of any kind. We do not recommend annuities, alternative investments, or complex trading strategies to our clients, as these investments tend to have high fees and poor returns.