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Wateroak Advisors

Entity Type
Investment Advisory
Links
Website LinkedIn
Industry
Finance, Investments & Asset Management
Location
Boston
Founding Date
1997
Parent Entity
Eaton Vance

Eaton Vance Wateroak Advisors is a Registered Investment Advisory firm with access to the resources of Eaton Vance Corporation, a global investment manager. Acquired by Eaton Vance in 2020, Wateroak Advisors provides a sophisticated suite of investment strategies and a network of global resources that can be customized for each client’s interest. They deliver advanced wealth management through a customized, integrated approach that is riss-aware and tax-sensitive. Their clients range from individuals and families, business owners and executives, and nonprofits, endowments, and corporations.

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 It may become outdated an there is no obligation to update any such information.

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