A Tradition of Investment Counsel

In December of 1924 the firm Eaton & Howard, our Boston-based predecessor organization, opened its doors with a focus solely on helping clients preserve and build wealth. The values that permeate Eaton Vance Investment Counsel today — teamwork, creativity, professionalism, integrity and excellence — all trace their roots to that investment counsel firm founded nearly a century ago.

Eaton Vance Investment Counsel continues to build enduring relationships with our clients based on trust and a commitment to putting our clients’ interests first. We remain steadfast in our resolve to provide clarity, insight and personal service.

  • We are dedicated to understanding and advancing our clients' financial goals and values.
  • We distill financial complexities into clear plans with adaptive solutions.
  • We offer the independence of a boutique and the strength and resources of a global investment firm.

Form CRS Client Relationship Summary