Solving Concentrated Stock Positions

Advanced Investing Spotlight

Many business owners, corporate executives and other investors have accumulated significant wealth by owning large concentrations of a single stock – wealth that needs strategic diversification.

Tap into our expertise. We offer advanced tools, insights and custom strategies to help you skillfully unwind, de-risk and manage your clients’ concentrated stock positions.

HNW Objectives

HNW Solutions Volatility Reduction Tax Efficiency Steady Income Long-term Growth Responsible Investing Appreciated/
Concentrated Stock
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 Objectives

Charitable Giving Solutions with
the U.S. Charitable Gift Trust®
Volatility Reduction Tax Efficiency Steady Income Long-term Growth Responsible Investing Appreciated/
Concentrated Stock
U.S. Legacy Income Trusts®
Tax-advantaged income for life | Legacy of
charitable giving
Donor-Advised Funds
Immediate tax deduction. Flexible giving options.

HNW Objectives



Charitable Giving Solutions
with the U.S. Charitable Gift TrustTM

Interactive tools

Advisor resources

Call us

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

1-877-341-9253

The U.S. Charitable Gift Trust® (Gift Trust) is a tax-exempt public charity offering donor-advised funds. All activities of the Gift Trust and the U.S. Legacy Income Trusts (Legacy Income Trusts) and the participation of Donors and income beneficiaries in the Legacy Income Trusts are subject to the requirements of state and federal law, the terms and conditions of the applicable Declaration of Trust, the current information statement and/or gifting booklet and the completed forms submitted by each Donor. The Board of Directors of the Gift Trust (Board of Directors) reserves the right to modify the program of the Gift Trust and the Legacy Income Trusts at any time, subject to the provisions of the applicable Declaration of Trust and state and federal law. Any contribution to the Gift Trust or a Legacy Income Trust, once accepted by Eaton Vance Trust Company (Trustee), represents an irrevocable commitment. Contributions cannot be rescinded or changed, and are subject to the exclusive legal control of the Gift Trust, the Trustee and the Board of Directors. Donors to the Legacy Income Trusts should be motivated by charitable intent. As charitable giving vehicles, the Legacy Income Trusts should not be treated as, and are not designed to compete with, investments made for private gain. An intention to benefit the Gift Trust and one or more qualified charitable organizations eligible for support by the Gift Trust should be a significant part of the decision to contribute. The tax consequences of contributing to a Legacy Income Trust will vary based on individual circumstances. Prospective Donors should consult their own tax advisors. Distributions to income beneficiaries are not guaranteed by any party, and are subject to investment risk. In considering potential changes in annual distribution rates of the Legacy Income Trusts, the Trustee will assess their long-term earnings potential and seek to balance the interests of current and future income beneficiaries and the charitable remainder interests. Neither the Gift Trust nor the Legacy Income Trusts has been registered under federal securities laws, pursuant to available exemptions. Neither the Gift Trust nor the Legacy Income Trusts is guaranteed or insured by the United States or any of its agencies or instrumentalities. Contributions are not insured by the Federal Deposit Insurance Corporation and are not deposits or other obligations of, or guaranteed by, any depository institution.

Eaton Vance Distributors, Inc. is a paid solicitor of the Gift Trust and the Legacy Income Trusts, receiving compensation as described in the applicable information statement or gifting booklet.

This site and the materials herein are directed only to certain types of contributors and to persons in the United States where the Gift Trust and Legacy Income Trusts are authorized for distribution.

Advisory services offered by Eaton Vance Management, Parametric Portfolio Associates LLC & Calvert Research and Management, SEC registered investment advisers and affiliates of Eaton Vance.

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. This information is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors.

There generally is limited public information about municipal issuers. As interest rates rise, the value of certain income investments is likely to decline. Investments in debt instruments may be affected by changes in the creditworthiness of the issuer and are subject to the risk of non-payment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. The value of equity securities is sensitive to stock market volatility. Investing primarily in responsible investments carries the risk that, under certain market conditions, a strategy may underperform others that do not utilize a responsible investment strategy. In evaluating a company, the Advisor is dependent upon information and data that may be incomplete, inaccurate or unavailable, which could cause the Advisor to incorrectly assess a company’s ESG performance. Option Strategy Risk - The effectiveness of an option strategy depends on a general imbalance of natural buyers over natural sellers of index options. This imbalance could decrease or be eliminated, which could have an adverse effect on a client portfolio. Taxes - Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. Investing entails risks, and there can be no assurance that Eaton Vance (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Eaton Vance (and its affiliates) do not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision.

Investment Affiliates

Through five investment affiliates, we offer active, passive, rules-based and responsible investing strategies that go beyond traditional, mainstream products.

  • Eaton Vance Management
  • Parametric
  • Atlanta Capital
  • Hexavest
  • Calvert

Fundamental active managers

Fundamental active managers of equity, income, alternative and multi-asset strategies.

Investment science in action

Systematic investment strategies and custom portfolio solutions built on a foundation of investment science.

Specialists in high-quality investing

Actively managed high-quality U.S. stock and bond portfolios constructed using bottom-up fundamental analysis.

Top-down global equity managers

Global equity managers utilizing a contrarian, top-down approach.

A global leader in Responsible Investing

Global leader in responsibly invested equity, income, alternative and multi-asset strategies.

Call Us
 

Eaton Vance Self Service

loading

We apologize for the inconvenience but we are experiencing a technical issue.

We are working on a solution. Please try again later.

If you require further assistance, please call:
1-800-836-2414.

You have already upgraded your account.

Please login using the link at the top of the page.

You have successfully un-subscribed from .

    Thank you. All available selections have already been completed.

    Congratulations! You are registered.

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your account and complete the registration process.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Congratulations!

    We are pleased to grant you access to this Eaton Vance website.

    Please click here to be logged in with your username .

    A verification email has been sent.

    You have requested a change to your password. In order to process this request, a verification email has been sent to . When you receive this email, please click the link contained within the email to start the password reset process.

    Trouble signing in? Call 1-800-836-2414.

    This account is restricted.

    Your account has limited access.


    If you need further assistance, please call 1-800-836-2414.

    This account has been updated.

    Your account has been updated to use your new email address .

    We have sent a verification email to with a verification link to confirm the change.

    Trouble receiving the verification email? Call 1-800-836-2414.

    This email account has not been verified.

    Your account has not yet been activated. We have sent a verification email to . If you'd like us to resend this, please click the Resend Email button below.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Cancel

    Thank you.

    An e-mail verification has been re-sent to . Please check your e-mail and follow the instructions to complete the registration process.

    Trouble receiving the verification email? Call 1-800-836-2414.

    An email has been sent to the email address containing a link to verify your credentials. Please check your e-mail and click on the secured link to complete your request.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Re-verification Required

    For security purposes we could not complete your request. Please click here to receive a new link to access the requested content.

    A new email has been sent to the email address containing a link to re-verify your credentials. Please check your e-mail and click on the secured link to complete your request.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Re-verification Required

    For security purposes we could not complete your request. Please click here to receive a new link to access the requested content.

    A new email has been sent to the email address containing a link to re-verify your credentials. Please check your e-mail and click on the secured link to complete your request.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Verification Accepted

    You have been granted access to the requested content.

    Remember Me

    Click here to remain recognized on this device for future visits to eatonvance.com

    Do Not Remember Me

    Click here if you are using a Public Computer or Shared Device.

    Trouble receiving the verification email? Call 1-800-836-2414.

    If you need further assistance, please contact a representative of Eaton Vance at 1-800-836-2414.

    Please check the Fund Literature that you would like to subscribe to. Your subscriptions can be managed on your profile page.

    Subscribe All

    Thank you for downloading

    If your download did not start automatically, please click here.

    Want real-time updates?

    Sign up now for EV alerts for  

    Close

    Thank you for subscribing

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your subscription.

    Thank you for subscribing

    You have successfully subscribed to .

    Un-subscription request

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.

    Opt-In Request

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.

    Opt-Out Request

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.

    Want real-time updates?

    You have selected to receive email notifications for:

    Cancel

    Want real-time updates?

    You are currently "Opted Out" of all Eaton Vance email communications. If you would like to be alerted of updates to your new subscription, please Opt In:

    Close

    Enter your e-mail address to reset your password.

    Already have an account?

    Trouble registering? Call 1-800-836-2414.

    Simply enter your e-mail address to register.

    Cancel

    Already have an account?

    Register for more access and control.
    • Elevate your business practice with materials from the Advisor Institute.
    • Learn more with exclusive videos, conference calls, and the latest insights.
    • Follow products, get product notifications, and manage your Eaton Vance communications.
    Please wait while the data is being prepared for download.
    loading
    This message will automatically close when your file is ready.
    Please enter a new email.

    Trouble signing in? Call 1-800-836-2414.

    Investment Professionals

    Register Now

    Already have an account? .

    Eaton Vance

    Eaton Vance

    Eaton Vance

    Symbol:  

    NAV as of  
       

    Eaton Vance