Client Servicing
At Foyston, Gordon & Payne each account is assigned a lead portfolio manager, a backup manager and an administrator responsible for supporting the account.
We recommend a face-to-face meeting at least once a year to discuss the plan objectives, risk tolerance and on-going monitoring of the account. We want our clients to understand how we manage their money: our philosophy, the approach and its implementation. We are always available by phone throughout the year to answer any questions or concerns on the account.
Further communication is provided quarterly by our comprehensive client-reporting package. It includes a detailed portfolio valuation with holdings and transactions, a performance report and an FGP quarterly investment commentary/outlook. Periodically, we write and pass along articles on investment-related topics as well as information that may be of interest to our clients.