Delivering comprehensive, customized proxy and compliance mailing solutions to mutual fund and ETF issuers as well as insurance and variable annuity companies.
As the preferred proxy solicitor for mutual fund issuers, insurance and variable annuity companies, we bring expert industry knowledge and an experienced proxy team to manage the most demanding and complex proxy campaigns. We'll work with you to discuss your goals and construct a detailed analysis to help develop tailored strategies that best suit your budget and project timeline. We offer:
- Comprehensive proxy services
- Compliance mailings solutions
- Quick post-sale fulfillment