Our Clients are as Varied as Our Solutions

Eaton Vance and its affiliates offer a wide range of investment strategies and wealth management solutions for:

• Individual Investors
• Institutional Investors
• High-Net-Worth
• Family Office Investors
• Financial Professionals

Individual Investors

Eaton Vance provides a broad lineup of mutual funds, closed-end funds and separately managed accounts that serve the retirement savings, lifetime income and other needs of individual investors in the United States. Unique among major fund sponsors, Eaton Vance offers a full spectrum of equity, income and alternative funds designed to meet the particular needs of taxpaying investors. Outside the U.S., we serve individual investors principally through Ireland and Cayman Islands–based fund families.

Institutional Investors

We offer a range of equity, income and alternative strategies to institutional investors, both in the U.S. and internationally. Our clients include corporate, public and Taft-Hartley Act retirement plans, foundations and endowments, settlement trusts, and sovereign wealth funds located across the Americas, Europe, the Middle East and the Asia-Pacific regions. We also provide subadvisory services to investment funds of other sponsors.

High-Net-Worth and Family Office Investors

Eaton Vance Investment Counsel (EVIC) offers customized financial guidance and wealth management solutions to high-net-worth individuals and their families, as well as to endowments and foundations. Parametric, an Eaton Vance affiliate, is a leading provider to the family office market of core equity portfolios seeking to outperform client-specified benchmarks on an after-tax basis using active tax management.

Financial Professionals

Eaton Vance is committed to providing financial advisors with the investment solutions and market intelligence they need to help meet their clients’ goals — while offering practice management tools to help build their businesses. Our network of field representatives covers national, regional and independent broker-dealer firms, registered investment advisors, banks, insurance companies and private wealth managers, across the U.S. and internationally.