Entities

Wateroak Advisors

Wateroak Advisors

Location
Founding Date
1997
Parent Entity

Eaton Vance Wateroak Advisors is a Registered Investment Advisory firm with access to the resources of Eaton Vance Corporation, a global investment manager. Acquired by Eaton Vance in 2020, Wateroak Advisors provides a sophisticated suite of investment strategies and a network of global resources that can be customized for each client’s interest. They deliver advanced wealth management through a customized, integrated approach that is riss-aware and tax-sensitive. Their clients range from individuals and families, business owners and executives, and nonprofits, endowments, and corporations.