Beth Copic

Beth Copic, CPA, serves as a Portfolio Analyst at Foster Group, Inc. in Des Moines, IA, where she manages client portfolios through periodic rebalancing, handles investment of new contributions, and ensures availability of cash for distributions. Her focus includes overseeing investment portfolios across a diverse array of asset classes, tailored to the needs of individual, family, and institutional clients. Foster Group’s clients typically span sectors such as business owners, medical professionals, and executives, with investment strategies covering equities, fixed income, and retirement accounts.

Beth brings over 17 years of experience in financial services, including senior leadership as Chief Financial Officer at a regional broker dealer, Broker Dealer Financial Services, and Director at CFO Systems, LLC. Her expertise encompasses financial reporting, regulatory compliance, payroll, billing, and commission management, highlighting her comprehensive knowledge of finance operations in capital markets and wealth management.

Beth holds a Bachelor’s degree in Accounting from Upper Iowa University and is a Certified Public Accountant (CPA). She is recognized for her detail-oriented approach and commitment to fiduciary standards, directly supporting Foster Group’s values of integrity, accountability, and excellence. Her significant contributions include building robust financial systems and ensuring the effective management of client assets, furthering best practices in portfolio oversight and client service delivery within the investment advisory sector.