OVERVIEW
Our open–end fund proxy team has learned through experience that the adage “One size fits all” is not the path to a successful proxy solicitation project. Rather, we take pride in the fact that we truly customize our strategic approach for each of our clients’ projects. We are a team of dedicated professionals with diverse experience in mutual fund proxy offering a custom–tailored, high–level approach to open-end fund complexes both large and small. Whether your proxy solicitation project targets 400 or 4,000,000 shareholders you need expertise, attention–to–detail, and a solid strategic plan to succeed. Let us explain how we can take the lead and make your proxy project a successful reality for your firm.