Goals-based solutions for optimizing wealth

We offer strategies and tools to help financial advisors and investors:

  •   • Diversify or manage the risks of concentrated stock holdings
  •   • Design a tax-managed completion portfolio around a concentrated security
  •   • Enhance risk-adjusted portfolio returns and generate current income
  •   • Minimize capital gains and other taxes

Financial advisors: Call our Wealth Strategies Group at 617-672-8500.

Concentrated Stock Position Calculator

Is your position an obstacle or an opportunity? See how diversifying can be a better option than a taxable sale of stock.


Wealth Strategies Specialists

Financial advisors: Contact your dedicated Eaton Vance specialist to learn more about our suite of specialized strategies.

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