Eaton Vance Investment Counsel

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 $6.3B 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...

Asset allocation;customized investment management;u.s. & global equity and fixed-income strategies;tax-efficient strategies;concentrated stock solutions;alternative investments;esg / sri;family office services;financial & estate planning;trust services

Eaton vance investment counsel's revenue is 11m - 100m

Eaton vance investment counsel has 11 - 50 employees.