email
print
shareOur Capabilities
Serving a Broad Range of Client Needs
Since its founding as a private money manager, Eaton Vance has gained insight into all aspects of the wealth management cycle – the creation and growth of wealth, the protection and preservation of its value, and the ultimate distribution of wealth. Today, we make our wealth management expertise available to a wider range of individual and institutional investors through a variety of products and services designed to meet specific needs.
Products
|
|
|
|
|
|
|
|
|
|
|
Capabilities
Individual Investors
Discover how we serve investors with a broad range of open- and closed-end mutual funds, managed accounts and investment solutions.
Financial Professionals
Find proprietary tools, timely market information and investment solutions designed to help you meet your clients' goals and build your practice.
Institutional
Eaton Vance offers a wide range of investment management expertise including traditional long-only equity, fixed- and floating-rate income, opportunistic and other customized strategies. We have a team of experienced and talented professionals dedicated to and partnering with our clients to better understand their unique needs and ultimately exceed their service expectations. For our institutional clients, we believe our long history of responsible stewardship, a record of performance excellence and innovation, and our client-centric culture are the distinctions that set us apart in the asset management industry.
Wealth Management Solutions
Strategic resources for financial advisors and their clients facing wealth management challenges.
DCIO and Sub-Advisory Services
Defined Contribution Investment Only Services
Eaton Vance’s DCIO group provides specialized solutions to the qualified plan market, including products and services designed specifically to meet the needs of retirement plan-focused financial advisors and record keepers. We offer a wide choice of investment strategies with flexible pricing options (including mutual funds, collective trusts and separate accounts), backed by value-added sales support to help our clients grow their businesses. Our products and services are delivered by a dedicated DCIO team of professionals that brings together decades of experience working in diverse areas of the retirement plan market.
Sub-Advisory Services
Eaton Vance has extensive experience as a sub-advisory investment manager through its partnerships with many of the world’s leading financial institutions. We manage a wide array of equity, fixed-income and bank loan investment strategies, and we can customize our services and marketing support to meet the needs of our clients. We understand the fiduciary, operational, legal and compliance responsibilities of our clients and have structured our team and expertise to provide comprehensive support in fulfilling them. We provide specialized expertise to support our clients’ sales, marketing and wholesaling initiatives through a team of highly experienced and dedicated sales professionals that work “in the field.”
The U.S. Charitable Gift Trust®
The U.S. Charitable Gift Trust (USCGT), sponsored by Eaton Vance, is an IRS-approved tax-exempt public charity that receives donations from individuals, corporations and others and makes gifts to qualified charities throughout the United States. The USCGT seeks to enhance the generosity of individual donors by increasing the value of their gifts, maximizing the available U.S. tax benefits and preserving the legacy of their charitable giving for the future. Through its Donor Advised Fund and Pooled Income Funds—which provide monthly income to donors for their lifetimes—the USCGT offers simple and structured planned giving vehicles without the high expenses of private foundations or charitable remainder trusts.
Investment Counsel
Eaton Vance Investment Counsel oversees the management of accounts for high-net-worth individuals and institutions and utilizes all of the company's investment resources to benefit clients. The group's history dates to the founding of the company in 1924 and is one of the oldest private client managers in the country. Our Investment Counselors, with an average of over 25 years of experience, manage relationships with individuals, families, trusts, charitable organizations and institutions. The group services clients seeking customized portfolio management that emphasizes relationships, long-term investment performance and client service.
Real Estate Investment Group
Eaton Vance’s Real Estate Investment Group manages the real estate portfolios of over a dozen private equity funds. Specializing in institutional quality real estate, we manage a portfolio of approximately $4 billion including office buildings, warehouses and multifamily communities.
