Time-Tested Investment Management for Institutions

Foster Group provides institutional investment advisory services to retirement plans, businesses, and nonprofit organizations. For more than 30 years, we have partnered with leadership teams and boards to deliver prudent guidance, repeatable processes, and clear communication that drive long-term, sustainable outcomes.

Our 401(k) advisory services help plan sponsors meet fiduciary responsibilities while supporting employees in optimizing savings and achieving retirement readiness.

The culture at Foster Group is built on the strength of all of our team members choosing to passionately rally around our vision of helping our team, our clients, and our communities experience meaningful and generous lives. This is an essential part of our day-to-day interactions.”

Buck Olsen, CEO

Company Retirement Plans

Foster Group provides comprehensive 401(k) and company retirement plan advisory services designed to help plan sponsors meet fiduciary responsibilities and improve participant outcomes. Their institutional retirement plan consulting includes investment selection and monitoring, fee benchmarking, vendor coordination, and regulatory support. With more than 30 years of experience, Foster Group partners with businesses to implement prudent processes, strengthen governance, and enhance retirement plan oversight. The firm also supports employee education and retirement readiness strategies to help participants optimize savings and long-term financial security.

Endowments & Foundations

Foster Group provides institutional investment advisory services for endowments and foundations focused on long-term growth, risk management, and sustainable spending. The firm partners with boards and leadership teams to develop disciplined investment policies, asset allocation strategies, and governance frameworks aligned with each organization’s mission. Services include portfolio construction, performance monitoring, spending policy guidance, and fiduciary support. With decades of experience, Foster Group helps nonprofit institutions preserve capital while supporting long-term organizational impact.

Let’s talk.

Let’s talk.

Contact us – without obligation – whenever you have a financial question, idea, or need a second opinion. And discover how having your financial life Truly Cared For can help you feel more confident and in control. You can select your preference to start a conversation.

Prefer to call us? 515-226-9000

Prefer to call us? 515-226-9000

By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt out of further messaging.