Our customers

We cater to a variety of clients with various proxy advisory requirements.

Asset owner    |    Asset manager    |    Wealth manager or RIA    |    +PLUS

Asset owner

We'll cover all your votes, regardless of your structure.


✔    Donor-advised fund

✔    Endowment

✔   Family office

✔   Hedge fund

✔   Insurance

✔   Non-profit

✔   Pension fund

+   and many more ...

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Asset manager

Be empowered to make informed, strategic voting decisions that enhance portfolio performance and protect shareholder value.

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Wealth manager or RIA

Be equipped expert insights and recommendations to optimize voting decisions and maximize client value.

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+PLUS

if all you need is our research.

If you don't have a need for voting or N-PX services, you still can access our proxy research to inform your institution.

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Banks

Compliance firms

Consultants

Corporate issuers

Law firms

Proxy solicitors

Tech solutions

and many more ...

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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

Client Service Operations Manager,
Lowe, Brockenbrough & Company