Due Diligence Package

We are including in this Due Diligence package materials that facilitate Trustees, Administrators, Consultants, Counsel and other advisers reviewing and assessing ProxyVote Plus, LLC (PVP) and the fiduciary services we provide. Our Brochure discloses material facts concerning our company and its employees. Our Code of Ethics demonstrates the comprehensive and thorough approach PVP takes to ensure we maintain the highest ethical standards. Our Guidelines detail the consideration we give to the proxy votes we cast. 

We make these materials available in the hope that it gives you complete assurance that at PVP all of our efforts are focused on protecting the best long-term interests of the clients we serve, their participants and beneficiaries. I am always available to discuss any questions or comments you have. Thank you.

Craig Rosenberg, Pres.