Foyston, Gordon & Payne Inc. (Toronto)

Foyston, Gordon & Payne provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and canadian mutual funds through sub-adviser agreements. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Foyston, Gordon & Payne: assets under management

The assets under management (AUM) of Foyston, Gordon & Payne Inc. is $5.72 billion. The firm's AUM has grown by 358% since the beginning of its operation, and $5.66 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $5.71 billion in discretionary accounts and $8.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $500 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 41% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 32% of the firm’s portfolio. Investments in investment grade corporate bonds form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Foyston, Gordon & Payne Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients James Richard Martin serves?

The firm provides services to insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of James Richard Martin is pension and profit sharing plans with 43 clients and $2.09 billion of assets under management. Among the 9 most similar advisory firms, Foyston, Gordon & Payne has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $5.72 billion for 944 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 99% of the firm’s clients are foreign persons or businesses.

Foyston, Gordon & Payne doesn't advise any private funds.

Careers at Foyston, Gordon & Payne Inc.

The company employs 53 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

James Richard Martin has been acting as President since 1 Mar 1989. Garvin Kumar Deokiesingh joined the executive team most recently as the Chief Operating Officer & Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 6 indirect owners.

Based in Toronto

The principal office where Foyston, Gordon & Payne Inc. performs its advisory services is located at 1 Adelaide Street East, Toronto, M5 C 2 V9, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 416-362-4725 or by fax 416-367-1183. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at foyston.com and its LinkedIn profile.

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