Eaton Vance Investment Counsel
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- Eaton Vance Investment Counsel is a private wealth manager offering customized and holistic wealth strategies to high net worth families and individuals, business owners and executives, institutions and non-profit organizations. The Investment Counsel team manages approximately $5.4B in client assets and has access to Eaton Vance research teams across a range of asset classes and geographies. A distinguishing characteristic of our firm is the special synergy and efficiency resulting from an independent boutique having at its command the vast resources of Eaton Vance Corp, a global investment organization. As a fee-only investment advisor, the firm has a fiduciary duty to offer objective advice that always places the interests of clients first. A key feature of our investment and client service model is the central role of an experienced Investment Counselor in the client relationship. OUR CLIENTS AND SERVICES Individuals and Families - We provide comprehensive investment and wealth planning solutions, integrating the direct management of our clients investment portfolios with our financial and estate planning services. Business Owners and Executives - We help manage the intricacies of investment, financial and estate planning specific to business owners and executive clients. This may include stock options planning, solutions for concentrated wealth, integrated with a tailored investment strategy. Institutions, Nonprofits and Foundations We take pride in the services we provide to our tax-exempt and institutional clients. We offer in-house consulting on investment spending policies and board governance, and assist with crafting investment policy guidelines. AUM as of 12/31/2016 For important disclosure please visit: www.eatonvance.com/socialmedia
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Headquarters:2 International Place , Boston, Massachusetts, United States
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Phone Number: +1 617-482-8260
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Website: https://www.eatonvancecounsel.com
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Employees:23
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Revenue:$1 - 10M
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Legal Name:Eaton Vance Investment Counsel
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Eaton Vance Investment Counsel's Social Media
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| NAICS Code: 237210 |
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Frequently Asked Questions regarding Eaton Vance Investment Counsel
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Where are Eaton Vance Investment Counsel's Headquarters?
Eaton Vance Investment Counsel's Headquarters are in 2 International Place ,Boston,Massachusetts,United States
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What is Eaton Vance Investment Counsel's phone number?
Eaton Vance Investment Counsel's phone number is +1 617-482-8260
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What is Eaton Vance Investment Counsel's official website?
Eaton Vance Investment Counsel's official website is https://www.eatonvancecounsel.com
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What is Eaton Vance Investment Counsel's Revenue?
Eaton Vance Investment Counsel's revenue is $1 - 10M
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What is Eaton Vance Investment Counsel's NAICS code?
Eaton Vance Investment Counsel's NAICS code is 237210
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How many employees are working in Eaton Vance Investment Counsel
Eaton Vance Investment Counsel has 23 employees
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What is Eaton Vance Investment Counsel's Industry?
Eaton Vance Investment Counsel is in the industry of Financial Services
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Who is Eaton Vance Investment Counsel's Vice President, Director Of Wealth Planning?
Eaton Vance Investment Counsel's Vice President, Director Of Wealth Planning is Laura Godine