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

Customized portfolios

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

Explore our content centers for in-depth information on the topics that matter most to HNW investors.

Customized Investing Center

Eaton Vance offers a wide range of customizable SMAs across a range of traditional equity, fixed income, ESG-focused, and alternative strategies

Tax Management Center

Helping investors maximize after-tax returns

Responsible Investing Center

Diverse approaches for socially minded investors

Concentrated Stock Center

Portfolio strategies for reducing risk

High-Net-Worth Investing Center

Customizable planning for the unique demands that affluence brings

We understand objectives for high-net-worth investors

It takes thoughtful dialogue, customized solutions and specialized tools to help high-net-worth clients pursue their financial and philanthropic objectives.” John Moninger, SVP, Managing Director Retail, Eaton Vance

  • Tax Efficiency
  • In-kind funding*
  • Appreciated/concentrated stock
  • Diversification
  • Steady income
  • Long-term growth
  • Responsible investing

*In-kind funding refers to using assets or securities to fund a strategy instead of cash.

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

Questions about how Eaton Vance can assist with wealth strategies?

Contact Us