Best Invest is a boutique, independent Registered Investment Advisor based in San Antonio, Texas, dedicated to guiding individuals and families toward financial success. Founded by John Fosdick, the firm emphasizes personalized service, building strong relationships with clients to understand their unique financial goals. This approach allows Best Invest to create customized investment strategies that align with each client’s objectives, risk tolerance, and time horizon.

As an independent advisor, Best Invest operates without the conflicts of interest often associated with larger brokerage firms, ensuring that clients’ interests remain the top priority. The firm employs a disciplined, research-driven approach to investment management, utilizing independent analysis to identify opportunities across various market cycles. Clients are kept informed about their portfolios, understanding the rationale behind each investment decision.

Best Invest offers a range of services, including asset allocation, portfolio rebalancing, and comprehensive financial planning. The firm’s team, comprising experienced professionals like Executive Vice President Brad Dobson and Chief Compliance Officer Lori Barker, brings a wealth of knowledge in finance and economics to support clients’ financial journeys.