Form ADV

Click here to access FEG's Form ADV Part 2A.

Legal and Whistleblower Inquiries

Julie Thomas  
Chief Compliance Officer  


Proxy Voting Policy

FEG, as a matter of policy and as a fiduciary to our clients, has responsibility for voting proxies for portfolio securities consistent with the best economic interests of the clients. Our firm maintains written policies and procedures as to the handling, research, voting and reporting of proxy voting and makes appropriate disclosures about our firm’s proxy policies and practices. Our policy and practice includes the responsibility to monitor corporate actions, receive and vote client proxies and disclose any potential conflicts of interest as well as making information available to clients about the voting of proxies for their portfolio securities and maintaining relevant and required records. Proxy voting results may be obtained at any time by contacting FEG’s Chief Compliance Officer at 513-977-4400.

© 2016 Fund Evaluation Group, LLC
Ph: 513-977-4400 |

Material is accurate as of this label date and no obligation nor intention to make updates or corrections exists.

Page Last Updated: 04/04/2016