Proxy Vote Update: PIMCO Unconstrained & Tax Managed Bond Funds

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients:
Proxy Materials:

rF Voting results:

  1. Vote for the election of of the following nominees:
    1. George E Borst – For
    2. Jennifer Holden Dunbar – For
    3. Douglas M Hodge – Against (Conflict of Interest).
    4. Gary F Kennedy – For
    5. Peter B McCarthy – For
    6. Ronald C Parker – For
Post by Phil Ratcliff

Phil Ratcliff, President of rebel Financial, is a senior financial advisor that holds an AIF®, CFP®, ChFC®, and CLU® certifications. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.