Services
What We Offer
Foster Investment Services provides Investment Management Services and Investment Advice to Our Clients. We work with a wide variety of clients while offering very competitive fee structures for various types of accounts. Additionally, we receive no commission revenue from client accounts.
We provide Investment Management Services for:
- Individual and Joint Accounts
Personalized investment management for individual and jointly held brokerage accounts, tailored to your financial goals and risk tolerance.
- IRAs (Traditional, Roth, SEP and more)
We manage individual retirement accounts of all types, including Traditional, Roth, and SEP IRAs, with a focus on long-term growth and tax efficiency.
- Custodian Accounts
Professional management of custodial accounts for clients who require independent oversight and professional fiduciary management.
- 401K Rollovers
We guide clients through the 401(k) rollover process and manage the resulting IRA accounts with the same disciplined, low-cost approach we apply to all client portfolios.
- Trust Accounts
Investment management for trust accounts, serving trustees and beneficiaries in Central Kentucky who need professional, fiduciary-standard portfolio oversight.
- Individually Managed Bond/Fixed Income Accounts
We build and manage individual bond portfolios — including CDs, U.S. Government Bonds, Corporate Bonds, and Kentucky Tax-Free Bonds — customized to your income needs and risk profile.
Our only compensation is the investment management fee we charge as a percentage of assets under management. When your account grows, our fee increases. When it shrinks, our fee decreases. Our interests are directly aligned with yours.
Want to know more about what we do and don’t offer? We believe in full transparency — even about the services we deliberately choose not to provide.
See What We Do & Don’t Do