Proxy voting allows shareholders to cast their votes at
annual shareholder meetings for stocks they hold even when they cannot attend
the meetings in person.This means
investors can own and vote on equities in companies and mutual funds all around
the world.In fact, they can even be
voted online with websites like www.proxyvote.com.Voting proxies is important because it is the
primary means by which investors have a say in the operations and activities of
companies whose stock they hold.
When a large number of shareholders take on this
responsibility they can have a great influence.This includes policy changes on everything from executive compensation
to human rights. Proxy voting is also a good way to hold corporations
accountable.In the past few decades
shareholder resolutions have multiplied exponentially, and they have had an
effect.The most well known example
involves the Coca-Cola Bottling Company, one of the largest private employers
in Africa, reporting and improving their efforts
to stop the HIV/AIDS pandemic.
However, many individuals do not vote the proxies they
receive.They simply throw them away,
and their voices go unheard.The problem
is that this means a great number of the company’s owners are completely silent
on its actions.Important things get
voted on at these meetings: corporate governance issues, social and
environmental responsibility, and the operations of the company.One of the primary reasons proxies go ignored
is because to it takes time and research to make a well educated vote.However, when someone owns stock through a
mutual fund or a pension fund, the portfolio manager is given the task of
voting.Here at Trinity, we vote every
proxy that comes to us, and we do it with the church’s teaching in mind.
Maybe you have just recently left an employer or you left some time ago. You have a 401k account or other company retirement plan. You can take control of your retirement plan and invest Catholic.
Trinity has an established custodial relationship with Schwab Institutional. We open an account at Schwab Institutional and start the transfer process.
In almost all cases, rolling over your 401k causes no current tax liability.
We help you rollover your 401k into an Individual Retirement Account (IRA) with Trinity Fiduciary Partners, LLC as your investment advisor. We can help you invest in a portfolio that includes Catholic investment options.
To find out more including a fee schedule, please call 866.716.0077 or email Trinity.
At Trinity, we can serve as the investment advisor for your retirement plan. Our speciality is Catholic investing and designing a prudent lineup that provides options for your employees. We are available for enrollments and plan service. Trinity also has relationships with plan administrators and a plan custodian. In some cases, Trinity can work in your current plan framework.
We focus on three areas:
Plan cost for the employer and employee;
Increasing plan enrollment and contribution;
Prudently offering a plan inline with Catholic investing.
You are now leaving the Trinity Fiduciary Partners Web site and will be entering the Charles Schwab & Co., Inc. ("Schwab") Web site.
Schwab is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. Trinity Fiduciary Partners, LLC. is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. Trinity Fiduciary Partners, LLC. provides investment advisory services for your account. Schwab has agreements with Trinity Fiduciary Partners, LLC. under which Schwab provides Trinity Fiduciary Partners, LLC. with services related to your account. Schwab does not review Trinity Fiduciary Partners Web site, and makes no representation regarding the content of the Web site. The information contained in the Trinity Fiduciary Partners Web site should not be considered to be either a recommendation of Schwab or a solicitation of any offer to purchase or sell any securities.
