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 Capabilities | HNW Priorities | |||||
|---|---|---|---|---|---|---|
| Concentrated Stock | Volatility Management | Tax Efficiency | Steady Income | Long-term Growth | Responsible Investing | |
| Parametric Custom Core® Custom, tax-managed equity portfolios |
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| Parametric Option Overlay Strategies Seek to enhance returns on existing assets |
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| Parametric TABS Managed Municipals Pursue tax-exempt income and capital preservation |
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| Parametric TABS Municipal Ladders Seek to minimize interest-rate risk and provide tax-exempt income |
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| Parametric Corporate Ladders Pursue income and capital preservation |
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| Calvert Research and Management Research-based Responsible Investing |
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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.
Investment Capabilities
We offer a broad range of strategies, deep experience in sustainable investing and industry-leading customization and tax management 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
Advisory services offered by Eaton Vance Management, Parametric Portfolio Associates LLC and 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.
Investing involves risk, including the risk of loss. 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 nonpayment 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 under-perform 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.
