Entities

Eaton Vance

Eaton Vance

With a history dating back to 1924, Eaton Vance is one of the oldest investment management firms in the United States. It offers advanced investing and wealth management solutions to high-net-worth individuals, financial advisors, and institutional investors. Through its investment brands, Eaton Vance offers active, passive, rules-based, and responsible investing strategies that transcend traditional strategies.

WEALTH STRATEGIES


Customized portfolios

One-of-a-kind portfolios designed to help high-net-worth clients pursue their financial and philanthropic goals

Tax management

Strategies to help maximize after-tax wealth

Specialized strategies

Strategies designed to minimize taxes, manage volatility, enhance total return or generate income


Assets under management: $515.7 billion (as of October 31, 2020)