FAQ

Does MONTAG vote proxies related to securities held in client accounts?

October 30, 2019

As a policy and in accordance with MONTAG’s agreement, MONTAG does not vote proxies related to securities held in client accounts.  The custodian of the account will normally provide proxy materials directly to the client.  Clients may contact MONTAG with questions relating to proxy matters; however, MONTAG does not generally perform detailed research regarding proxy voting options.

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