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Eaton Vance

Entity Type
Investment Management Firm
Links
Website Twitter LinkedIn
Industry
Finance, Investments & Asset Management
Location
Boston
Founding Date
1924
Parent Entity
Morgan Stanley Investment Management

With a history dating back to 1924, Eaton Vance is one of the oldest investment management firms in the United States. It offers advanced investing and wealth management solutions to high-net-worth individuals, financial advisors, and institutional investors. Through its investment brands, Eaton Vance offers active, passive, rules-based, and responsible investing strategies that transcend traditional strategies.

Tom Faust Jr.

2007 - present

WEALTH STRATEGIES


Customized portfolios

One-of-a-kind portfolios designed to help high-net-worth 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


Assets under management: $515.7 billion (as of October 31, 2020)

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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