FAQ
Where are the Proxytrust offices located?
We’re headquartered in Islandia, New York.
Who does Proxytrust serve?
Community, regional, and national wealth management institutions, including bank trust, private trust, and RIA firms.
What are Proxytrust’s core services?
Comprehensive proxy services for beneficial shareholders, including distribution, voting, record-keeping, and custom reporting tools.
What other services does Proxytrust provide?
- Special processing for client’s own bank holding company meetings.
- GoalPost support for securities processing.
- EDGAR-ready proxy vote history data for N-PX filing.
How does Proxytrust handle client service and training?
- Each client is assigned a dedicated Relationship Manager.
- Initial and ongoing training provided via webinars and onsite meetings.
- Daily support from experienced client services personnel.
How does Proxytrust charge for its services?
Regulated proxy fees collected from issuers of publicly traded companies, with no fees to wealth management firms.
Does Proxytrust have audited procedures, controls, and business insurance?
- Yes, with an annual independent audit reported via industry-standard SOC report.
- Maintains all appropriate business insurance coverage.