Proxy Voting

Our clients share the same goals all investors have - a comfortable retirement, a college education for their kids, and a way to grow their hard-earned money. But they also realize that the way they invest can shape the world we live in. We help make our voices heard by participating in proxy voting.

Today, corporations make most decisions of consequence in our society. As the owner or shareholder of a stock or shares of a mutual fund, you are part owner of a corporation. That means you have both rights and responsibilities. You have the right to sit with management, be an insider, and work for change.

An important aspect of this shareholder activism is proxy voting. We typically vote on our holdings' proxies by mail. Our funds' voting record is publicly available to you on Form N-PX. For a free copy, email us. We try to vote in harmony with our ethical investment philosophy. It's a philosophy that strives to protect our clients' financial interests as we incorporate cherished social and ethical values.

To read our proxy voting guidelines click here.