Investment Management

With Eaton Vance Investment Counsel, you have access to Eaton Vance’s proprietary research.

Our long-term investment objective is to build, preserve and protect the financial assets of our clients in a prudent and tax-efficient manner, taking into consideration any income requirements our clients may have.

• Utilizing portfolio management strategies designed to minimize taxable gains and maximize after-tax returns.
• Selecting the type and mix of securities best suited to a client’s capital appreciation and income generation goals, risk tolerance, tax status and other unique requirements.
• Observing disciplined equity and fixed-income security selection processes.
• Applying the recommendations that result from our investment research and security selection processes to each account, taking into consideration the after-tax implications and investment objectives of our clients.
  

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