Click below to access the following ADV forms:

FEG's Form ADV Part 2A
FEG Investor's Form ADV Part 2A
FEG Private Investor's Form ADV Part 2A
FEG Investment Services Form ADV Part 2A


Retail Investors

FEG’s Form CRS

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 client. 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 policies and practices include 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.