Sub-Advisory Investment Management

At Foyston, Gordon & Payne, we collaborate with investment companies to provide institutional-level expertise through customized sub-advisory partnerships, delivering tailored investment solutions to meet the needs of your clients.

Access Our Expertise Through Partnerships

We have developed partnerships with a wide range on investment firms to provide our investment management expertise to their clients on their behalf. These sub-advisory relationships allow individuals to access many of our strategies, across the equity and fixed income spectrums, at lower initial account minimums than those working with us directly, from as low as $500 in mutual funds to $50,000 for separately managed account programs.

Customized Sub-Advisory Solutions

We act as sub-advisor for a number of separately-managed account programs (also known as wrap programs), mutual funds, and one pooled fund wrap program. Each sub-advisory relationship is treated as a direct institutional client, with our investment management customized to meet the needs of program sponsors and their clients.

Dedicated Service and Expertise

Our portfolio managers and research teams manage our sub-advisory portfolios. Our client service professionals are also actively involved in the investment process to ensure that program sponsors always receive timely and accurate information.

Request An Introductory Call

Connect with us to discover how our sub-advisory wealth management solutions can help you achieve your client’s financial goals.