Deep Resources

  • Eaton Vance Investment Counsel is a $7.51 billion Registered Investment Advisory firm with access to the resources of Eaton Vance Corp. – a global investment manager 
  • Client-centric approach supported by a hand-picked team of investment and wealth planning specialists overseen by experienced Wealth Counselor
  • Twenty-five investment professionals who collectively bring decades of experience serving families, executives, non-profit organizations and institutions

 

Broad Investment Capabilities

  • Active and passive equity and fixed income strategies (US, Global, Multi-Asset Class, Taxable and Tax-Advantaged Income)
  • ESG, Sustainability and Impact Investing
  • Access to Private Equity, Venture Capital, and Hedge Fund managers
  • Tax-efficient strategies to maximize after-tax returns

 

Integrated Wealth Planning

  • Financial planning, cash flow analysis and budgeting help our clients achieve a variety of goals whether related to education costs, project funding, retirement or legacy planning
  • Estate planning to facilitate optimal wealth transition and asset protection
  • Corporate trustee services for the preservation of assets and the continuity of responsible management

 

 

1 Eaton Vance Investment Counsel as of 6/30/2019