Why trust Egan-Jones

Reduce cost and risk in compliance

When managing proxy internally, compliance teams may review hundreds of proxy cards, risking inconsistency and poor audit trails.

Simplify voting process with auto votes

Rather than vote on proposals ad-hoc, select a policy that aligns with your goals and vote automatically. You can always override.

Deploy quickly with our easy integrations

Deploying with Egan-Jones Proxy is quick and easy. Answer a few questions and our team will take care of deployment for you.

Approach of Egan-Jones

Deep understanding

Egan-Jones is the only proxy firm that has deep corporate analysis experience as an SEC-designated NRSRO.

Focus on wealth

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

Easy to read reports

Each of our vote recommendations is accompanied by a concise justification and if required, calculation.

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

What our clients say

PAIN RESOLUTION

We were manually researching and voting every meeting. Egan-Jones offered an easy and straightforward process, saving us hundreds of hours.

CUSTOMER SERVICE
We love our dedicated rep. There is no generic email group contact, no automated replies; the same name and voice every time.