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Our separately managed account program is designed to help preserve and increase investors’ assets through prudent, tax-efficient money management, while seeking to meet specific income objectives. To achieve these objectives, we work with the investor’s financial advisor to:

  • Develop an understanding of the investor’s financial goals and circumstances
  • Select the appropriate asset mix and securities to help target the requirements for income, capital appreciation and risk tolerance
  • Follow disciplined security selection processes in accordance with our established investment philosophy and principles

Eaton Vance utilizes the entire firm's diverse investment resources in offering separately managed accounts. Our focus is on providing investment services to meet the financial objectives of each client.