Proxy for Fund Companies

Turn your proxy around quickly and effectively with an expertly guided, start-to-finish solution.

Everything you need to provide an enhanced investor experience. All from a single source.

Discovery, planning and implementation.
Print and mail management.
Solicitation/call center.
Tabulation services.
Shareholder meeting/post-meeting review.
Expert support for mutual funds, variable annuities, REITs and other alternative investments.

A dedicated campaign and relationship manager at your side throughout guarantees a seamless process and compelling communications.

Expertly trained inbound and outbound agents handle solicitation and proxy event questions.

A single customizable, intuitive platform creates a full-service, end-to-end solution.

We’ve partnered with Mediant to give you the ultimate digital dashboard and cloud hosting.

or