What is a Sub-Advisor

 

Many investment companies would like to provide their individual investors with access to institutional money managers such as Foyston, Gordon & Payne. We have entered into agreements with several companies to provide sub-advisory investment services. While our account minimum for High Net Worth Clients is $1 million, through these relationships, the individual investor has access to FGP at much lower minimums, ranging from $1,000 for mutual fund investing, to $100,000 or more for separately managed account programs.

 

Foyston, Gordon & Payne sub-advises for six separately managed account programs (wrap), three mutual funds and one pooled fund wrap program. Each relationship is treated as a direct institutional client. Each sub-advisory relationship is customized to meet the needs of the program sponsors.

 

Our portfolio managers and research team oversee the management of our sub-advisory portfolios. Our client service professionals are actively involved in the investment process so as to ensure the delivery of timely and accurate information to our clients.

 

For more information on our sub-advisory relationships please click here, or contact your investment advisor.