Stability. Integrity. History. Security.

There is no shortage of investment firms or independent advisors seeking to help you manage your financial future. But few, if any, can offer you the long-term track record and responsible stewardship of Eaton Vance.

A trusted partner since 1924
Eaton Vance is one of the oldest investment managers in the U.S., with a history dating to 1924. Eaton Vance has persevered through all market cycles over the past 90 years and remains independent. Our long staff tenure and low turnover helps ensure a personal, consistent relationship year after year.

Well-positioned and financially sound
Eaton Vance occupies an ideal niche in the universe of investment counselors. Typically, investors have two choices: the often-merging, often-impersonal giant firms, or small, independent advisors that lack the transparency and financial strength of a larger company. Eaton Vance offers you the best of both worlds—the personalized, high-touch service of a smaller firm, combined with the resources of a financially sound, well-established corporation.

Proprietary research and performance
Eaton Vance Investment Counsel clients have access to the “best ideas” of Eaton Vance’s proprietary research, supported by an investment approach that emphasizes the avoidance of unnecessary risk and the pursuit of consistent, long-term results. For those seeking preservation of principal and regular streams of income, our dividend, tax management and municipal bond capabilities are among the most respected in the industry.

Innovative wealth management solutions
As times change, so do the unique needs of our clients. That’s why we offer one of the most comprehensive and integrated suites of wealth management solutions anywhere. We feature a number of cutting-edge strategies, including sophisticated financial modeling, probability analysis, business succession planning, executive compensation strategies and more.