Eaton Vance and its affiliates and partner firms– Atlanta Capital Management, Eagle Global Advisors, Fox Asset Management, and Parametric Portfolio Associates – focus on providing investment services to meet the unique financial objectives of each client through a robust separately managed account program. Together, we share the common attributes of fundamental research and the avoidance of unnecessary risk.
Our separately managed account program is designed to preserve and increase investors’ assets through prudent money management, while seeking to meet specific income objectives. To achieve these objectives, we work with the investor’s financial advisor to:
• Develop an understanding of the investor’s financial goals and circumstances
• Select the appropriate asset mix and securities to help target the requirements for income, capital appreciation and risk tolerance
• Follow disciplined security selection processes in accordance with our established investment philosophy and principles
• Employ a range of strategies to seek to maximize returns
Eaton Vance utilizes the firm's diverse investment resources in offering separately managed accounts. Our focus is on providing investment services tailored to meet the financial objectives of each client.
Eaton Vance
Atlanta Capital
Fox Asset Management
Fact Sheets |
Commentary |
Parametric Portfolio Associates
Fact Sheets• Tax-Managed Core |
White Papers/Research Briefs• Structured Active: A Third Way |
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