Managed Accounts

Eaton Vance and its affiliates and partner firms– Atlanta Capital Management, Eagle Global Advisors, Fox Asset Management, and Parametric Portfolio Associates – focus on providing investment services to meet the unique financial objectives of each client through a robust separately managed account program. Together, we share the common attributes of fundamental research and the avoidance of unnecessary risk.

Our separately managed account program is designed to preserve and increase investors’ assets through prudent 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
Employ a range of strategies to seek to maximize returns

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

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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 11:31