michael.pendergrass
Acronym
Egan-Jones Proxy Services
Product ID
Egan-Jones
Description

Proxy guidance, execution and N-PX report generation for wealth managers & RIAs.

Images
Features

Proxy guidance, execution and N-PX report generation for wealth managers & RIAs:

  • Choose from one of Egan-Jones’ 5 pre-set proxy slates, or create your own custom
  • Automated voting with optional overrides within the secure EJProxy Portal means no more paper ballots
  • N-PX generation in fully compliant and EDGAR submission ready format
Vendors
Egan Jones Proxy Services
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Practice Management
Solution
SIT Provider
Ad Hoc Tags
DoubleClick Tags

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