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.

Mutual Funds
Eaton Vance and its affiliates manage more than 70 mutual funds, with a particular focus on the goals of wealthy investors. We are a recognized leader in tax-managed investing, having pioneered the first equity funds designed to minimize the impact of taxes on investment returns, and municipal bonds funds for tax-exempt income. We also introduced some of the industry’s first bank loan floating-rate funds as alternatives to other short-term, fixed-income vehicles. Eaton Vance now offers two families of funds, one managed with tax considerations in mind for investors seeking after-tax returns, the second managed without regard to taxes, seeking pre-tax returns for qualified retirement plan clients and tax-free investors.

Investment Counsel
Eaton Vance's Investment Counsel Group 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. Investment counselors, with an average of over 20 years' experience, manage relationships with individuals, families, trusts, charitable organizations and institutions. The group services clients seeking customized portfolio management that emphasizes relationships, above average long-term performance and client service.


Managed Accounts
Managed Account services for wealthy clients with specialized needs are now available from Eaton Vance and its affiliate companies through a growing number of national and regional brokerage firms, as well as banks and independent financial institutions. Our separately Managed Account services are designed to preserve and increase the investor’s assets through prudent, tax-efficient money management, while meeting specific income objectives. To achieve these objectives, we work with the investor’s financial advisor to:

• Develop an understanding of the investor’s financial goals and circumstances
  
• Select the appropriate asset mix and securities to target with precision the requirements for income, capital appreciation and risk tolerance
  
• Follow disciplined security selection processes in accordance with our established investment philosophy and principles
  
• Employ a range of strategies to minimize the impact of taxes and maximize returns
  

Offshore Funds
Eaton Vance Offshore Funds are designed to serve the investment needs of International investors living outside the United States. International investors can choose from a range of U.S. dollar- and Euro-denominated funds that are managed in the same styles and by the same investment teams as our most popular U.S. domiciled portfolios. These include opportunities to invest in the U.S. financial markets through a selection of growth and value equity funds, high yield bond and bank loan funds. We also offer more specialized global stock funds investing in health sciences, information age companies and emerging markets. International investors who wish to learn more about our offshore funds should contact their financial advisor.

Charitable Giving
Eaton Vance manages programs designed to simplify the process of donating to U.S. charities and to provide professional management of pools of donated assets. We seek 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. Today, Eaton Vance offers a Donor Advised Fund, Pooled Income Funds (which offer monthly income to donors for their lifetimes) and Charitable Deferred Retirement Funds to help provide supplemental income during retirement years.