Eaton Vance Managed Accounts

Eaton Vance is one of the oldest financial services firms in the United States, with a history dating back to 1924. Reflecting the traditional values of its home in Boston, Massachusetts, Eaton Vance established its reputation as an investment manager for wealthy individuals by offering a conservative approach to managing money and an uncompromising commitment to integrity and quality.

A Leader in Tax-Managed Investing

Eaton Vance offers a wealth of experience in tax-managed investing and a demonstrated commitment to meeting the investment needs of people who pay taxes. Today, Eaton Vance offers more tax-managed investments in more styles than any other investment organization in the United States. In addition to tax-managed equity investments, Eaton Vance is also a leading sponsor of investments managed for tax-exempt income, having introduced its first municipal bond fund in 1978.

Beginning in October 2001, Eaton Vance acquired a majority interest in Atlanta Capital Management Company, Fox Asset Management, and Parametric Portfolio Associates, enabling Eaton Vance to expand its managed account capability. More recently, Eaton Vance forged a strategic alliance with Eagle Global Advisors.

Eaton Vance utilizes the entire firm's diverse investment resources in the management of its separately managed accounts. Our focus is on providing investment services tailored to meet the unique financial objectives of each client.