Eaton Vance WaterOak Advisors

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 advises approximately $8.6B 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 6/30/2020 For important disclosure please visit: www.eatonvance.com/socialmedia