"Our firm began a relationship with Egan-Jones around 15 years ago. After researching several proxy service providers, we preferred the value and services Egan-Jones provided. Egan-Jones offered an easy and straightforward process of how we notified them of the meetings for which we needed to receive research reports. Their reports provided us valuable information, insight and detail – greatly reducing the amount of time we spent researching each meeting and assisting us in how to vote (at that time we were manually voting each meeting using Broadridge’s ProxyEdge platform). A little over 10 years ago we began using Broadridge’s integrated voting platform with Egan-Jones. This service not only continued to provide us with Egan-Jones’s research reports, but also automatically voted our meetings on Broadridge’s ProxyEdge platform according to Egan-Jones’s recommendation (which can be overridden for client-specific or firm-specific reasons when required). This has saved our firm hundreds of hours as we no longer have to manually vote every meeting. Egan-Jones has always provided us with timely and excellent customer service. We are very satisfied with our relationship!"
– Carter B. Slaughter, Client Service Operations Manager, Lowe, Brockenbrough & Company
“Egan Jones has simplified all of the processing of proxy voting for Beacon Pointe. When we were doing the voting prior to Egan Jones, we would receive all of the proxies in the mail and go online and manually vote each one and then record for compliance purposes. With Egan Jones, they have an automated feed from each one of the custodians so their voting is totally automated. Magda Pacheco is our customer contact and she is amazing. She responds to all of my emails within the same day. Through the Egan Jones portal, we have access to every proxy they vote for us so we do not have to manually track them as we can obtain a report through the portal at any time. Since converting to Egan Jones and eliminating the receipt of mail proxies, there is less chance that proxies get lost and we now have a much more efficient process in place.”
– Beacon Pointe Advisors LLC.
"We have had a terrific relationship with Egan Jones for more than 15 years. We originally chose Egan Jones because of their ability to cater to our client basis across both an institutional and retail spectrum. As our business has evolved Egan Jones has been able to adjust seamlessly to our changing needs, including the need for multiple voting policies. Their research and voting support is consistent and on point with transparency. The driving force behind our relationship with Egan has been the dedicated customer service. This has included instant problem solving, a direct relationship with our dedicated relationship specialist, and an overall commitment to ensuring satisfaction. There is no generic email group contact, no automated replies that our email was received with a case number…but rather the same name and voice every time."
– Chief Compliance Officer, Private Company
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