Foster Group has served institutional clients for more than 20 years. Interestingly, the very first organization that became a client in 1992 remains a client today. We think that says something about how well we serve the needs of these unique clients.

Your organization’s staff and board are obligated to act in the interest of the organization and its constituents. When it comes to managing your investment portfolio, a completely transparent relationship with a financial advisor who acts as your fiduciary makes your job much easier.

Organizations have different needs than individuals; one simple example is communication. An extended, wide-ranging conversation can be very beneficial for an individual, but it generally doesn’t work well in a board meeting. Clear and concise is more likely what is needed. A financial advisor who understands those differences makes your job much easier.

We have a long history of serving institutional clients extremely well, and creating and sustaining long-term relationships. If your organization needs that kind of partner, we can help.