Eaton Vance Investment Managers - Wealth Management Solutions

Overview

Products & Services designed to address the wealth management issues facing high-net-worth Clients
Provides strategic resources to advisors and their clients for:
- Concentrated stock exposure management
- Portfolio tax & risk management
- Yield enhancement strategies
- Charitable giving strategies

Option Overlay Strategies

Overlay strategies can help clients customize their risk and return profiles through the use of disciplined options strategies including call writing and hedging of concentrated stock positions, actively managed portfolios and ETFs. Our strategies have clearly defined investment goals, efficient modeling, institutional execution and meticulous risk management.
Products
- Covered-call writing program designed to increase yield and reduce volatility on concentrated equity holdings
- Call-writing program designed to increase yield and reduce volatility on actively managed portfolios
- Professionally managed hedging program designed to reduce downside risk on actively managed portfolios
Materials
- DeltaShift Brochure
- DeltaShift Sample Stock
- DeltaShift Single Stock Overview
- DeltaShift Single Stock Overview - Financial Professional
- PRA Portfolio DeltaShift Overview

Structured Equity Portfolios

Seeking consistent performance and diversification of index-based investing with active tax management and customization
- An index–based account with tax management
- A custom separate account providing “core” exposure
- A natural complement to active “satellites”
- A useful tool in dealing with private client issues like social restrictions, low basis stocks and charitable gifting strategies.
Products
Tax-Managed Core
Structrued Emerging Markets
Materials

Enhanced Income

Charitable Giving Strategies

Private Placements

Exchange Funds - for more information call 617 672-8500

For more information, review our Wealth Management Solutions Directory

INVESTMENT PROFESSIONAL USE ONLY

Before investing in any Eaton Vance fund, prospective investors should consider carefully the fund's investment objective(s), risks, and charges and expenses. For open-end mutual funds, the fund's current prospectus contains this and other information about the Fund. To obtain a fund prospectus and the most recent annual and semiannual shareholder reports, contact your financial advisor or download a copy here. Read the prospectus carefully before you invest or send money. For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.

Not FDIC Insured. No Bank Guarantee. May Lose Value.

Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision.

The information on this Web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

Publication details: 2009-11-19 11:32