When traditional strategies are not enough

With affluence comes unique demands, and Eaton Vance has customizable strategies to help meet the demands of your most discerning clients.

Look to Eaton Vance for solutions to your clients' most significant investment challenges.

Customization

One-of-a-kind portfolios designed to help HNW clients pursue their financial and philanthropic goals

Tax management

Strategies to help maximize after-tax wealth

Specialized strategies

Strategies designed to minimize taxes, manage volatility, enhance total return or generate income

Innovative solutions for HNW investors

Eaton Vance and its brands offer a range of investing and charitable giving solutions.

HNW Solutions HNW Objectives
Appreciated/
Concentrated Stock
Volatility Reduction Tax Efficiency Steady Income Long-term Growth Responsible Investing
Parametric Custom Core®
Personalized, tax-managed equity index portfolios
           
Parametric Option Overlay Strategies
Seek to enhance returns on existing assets
           
Parametric TABS Managed Municipals
Pursue tax-exempt income and capital preservation
           
Parametric TABS Municipal Ladders
Seek to minimize interest-rate risk and provide tax-exempt income
           
Parametric Corporate Ladders
Pursue income and capital preservation
           
Calvert Research and Management
Research-based Responsible Investing
           
HNW Solutions HNW Objectives
Appreciated/
Concentrated Stock
Volatility Reduction Tax Efficiency Steady Income Long-term Growth Responsible Investing
U.S. Legacy Income Trusts®
Tax-advantaged income for life | Legacy of charitable giving
           
Donor-Advised Funds
Immediate tax deduction. Flexible giving options.
           

Tools for high-net-worth planning

Take your clients to the next level with our suite of online calculators.

Investment Tax Calculator

Charitable Income Tax Deduction Calculator

Concentrated Stock Position Calculator

Laddered Investing Interest Rate Scenario Tool

Let's talk about your HNW clients' objectives and needs.

Contact Us

Investment Capabilities

We offer a broad range of strategies, deep experience in sustainable investing and industry-leading customization and tax management solutions.

High-Conviction
Equities

Active Fixed Income
and Liquidity

Alternative
Investments

Customized
Solutions

Sustainable
Investing

Tax
Solutions

RECENT INSIGHTS

 

Explore more Eaton Vance investing strategies

Customized Investing Center

Flexible solutions from the leader in SMA investing

Tax Management Center

Help investors keep more of what they earn