Private Investment Firm

Foster Group

Investment Details

Investor Type
Private Investment Firm

Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital

Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed

Geographical Focus
United States

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Real Estate
  • Telecommunications
  • Utilities
  • Media
  • Retail
  • Education
  • Agriculture
  • Transportation
  • Hospitality
  • Manufacturing

Investment Size:
1,000,000 to 50,000,000 USD

Investor Details Founded: 1989

Foster Group is a privately held, independent, fee-only financial planning and investment management firm headquartered in West Des Moines, Iowa. Founded in 1989, the firm has been dedicated to providing comprehensive financial services to individuals, families, and institutions across the United States. With a commitment to fiduciary responsibility, Foster Group offers personalized investment strategies tailored to each client's unique financial goals and circumstances.

The firm's investment approach is grounded in evidence-based investing, emphasizing the efficiency and resilience of capital markets. Foster Group's services encompass investment management, retirement planning, and advanced financial planning, catering to a diverse clientele that includes individuals, medical professionals, business owners, executives, and nonprofit organizations. The firm operates under a fee-only compensation model, ensuring that client interests are prioritized without potential conflicts of interest.

Over the years, Foster Group has achieved significant milestones, including surpassing $100 million in assets under management in 1997. The firm has also received numerous accolades, such as the Gallup Exceptional Workplace Award for eight consecutive years and recognition in the Top 150 RIA Leaders list by Financial Planning in 2023, 2024, and 2025. These achievements reflect Foster Group's dedication to excellence and its unwavering commitment to serving clients with integrity and professionalism.

Requirements
  • Preference for investments in the United States
  • Focus on sectors including Fixed Income (Debt and Bonds), Private Equity, Real Estate, and Venture Capital
  • Interest in companies at various stages, from Seed to Distressed situations
  • Diversified industry interests, including Technology, Healthcare, Real Estate, Financial Services, and more
Contact

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Portfolio Companies
  • Dimensional Fund Advisors
  • Vanguard
  • Charles Schwab
  • TD Ameritrade
  • Zero Alpha Group
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