Easily meet all your proxy needs 

Guidance,

Voting, and Reporting

Our services

Easily meet all your proxy needs

Guidance,

Voting, and
Reporting

Our services

Your partner for an evolving landscape

With over 20 years of experience, Egan-Jones is a trusted institutional partner covering the full universe of over 15 thousand US issuers.

Egan-Jones' integrations cover all major ballot tabulators and custodians.

Why clients trust Egan-Jones

Wealth-

Focused

Under our flagship Wealth-Focused policy, align your voting with your focus on pecuniary matters.

Consistency, Transparency

Consistency with values, policy, and proposal categorization, yielding needed transparency.

Service

"We love our dedicated rep. There is no generic email group contact, no automated replies; the same name and voice every time.“  Chief Compliance Officer and Registered Investment Advisor 

Price

Through flexible and innovative solutions Egan-Jones is able to right-size services at a fraction the price of our peer firms.

Explore our values

“We were manually researching and voting every meeting. Egan-Jones offered an easy and straightforward process, saving us hundreds of hours.” Ellen Harris, Manager, Trading Operations; Lowe, Brockenbrough & Company

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