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Ensuring Quality and Integrity

EC Proxy handles every aspect of the initial set-up of your accounts. We work hand in hand with custodians to ensure all accounts are set up properly. We look forward to becoming an asset to your firm.

Please complete the following service proposal questionaire. We will contact you shortly to discuss your firm’s data and provide you with a full service proposal. We invite you to contact EC Proxy directly at (805) 484-2520 with any questions.