Alliance Advisors

Proxy Solicitation
Proxy Management
Advisory Services
 

Alliance Shareholder Communications

Shareholder Asset Reun...
Mutual Fund Asset Rete...
Mutual Fund Communicat...
 
Proxy Solicitation
Corporate Proxy Solicitation
Insightful strategies for a successful solicitation campaign In a service business, it is only with dedicated, experienced professionals that we can...read more

Custom Reports and Analyses
A 360° view of the shareholder landscape Director Risk Analysis—With the loss of the broker vote, increased scrutiny by institutional investors...read more

Proxy Contests
Decisions with vision Contested solicitations are never a welcome alternative for a Board or opposition group — they are an expensive,...read more

Bank Conversions
Converting financial institutions to stock-based entities With ever-changing banking laws, the mutual-to-stock conversion process is time-consuming and complex.  To simplify and...read more

Information Agent
Blending strategy with technology for successful outcomes Understanding the value of quality and reliable communications is paramount to maintaining a healthy...read more

Mutual Fund Asset Retention Program
Mutual Fund Asset Retention Program
Alliance Shareholder Communications has launched a Mutual Fund Asset Retention Program.  The service assists mutual funds convert potential abandoned property...read more

Proxy Management
Proxy Management
Simplify the shareholder meeting process As proxy manager, Alliance Advisors provides public companies with a turnkey solution to manage the entire...read more

Advisory Services
Corporate Governance Advisory
Best practice corporate governance provides a structure that benefits the shareholders, the board of directors, executive management, employees, and customers...read more

Equity Compensation Plan Advisory
As SEC rules and regulations continually change, equity compensation plans are one of the most highly scrutinized proxy and governance...read more

INSIGHT
The Dodd-Frank Act requires issuers to address in the CD&A how their compensation policies and decisions take into account the...read more

Mutual Fund Communication & Solicitation
Mutual Fund Communication & Solicitation
Effective communication and obtaining the votes needed to accomplish Mutual Fund objectives have become more challenging as investors become more...read more

Shareholder Asset Reunification Program
Shareholder Asset Reunification Program
Unexchanged or lost shareholders can become a headache in complying with your state’s escheatment laws and regulations, including fines and...read more