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Our History

Investment Managers of Distinction Since 1924

Eaton Vance is one of the oldest and most distinguished investment management organizations in the United States. In founding what would become Eaton Vance, Charles F. Eaton Jr. envisioned “an investment firm of a different type,” because he believed “no investment house was taking the point of view of, and working exclusively for, the best interest of the investor.”

Eaton espoused a long-term approach to managing investments and demonstrated an uncompromising commitment to integrity and excellence. His philosophy of business and investing was grounded in the principles of fiduciary responsibility and the prudent care of client assets. Eaton Vance’s long history of responsible stewardship, our record of performance excellence and innovation, and our employee-centric culture are the distinctions that set us apart in the asset management industry.

“A well-rounded investment management organization is not engaged in a guessing game with other people’s money. It is doing a highly specialized professional job, endeavoring to apply knowledge, judgment and decisiveness in action.”
Charles F. Eaton Jr.

History of Innovation

The ability to anticipate the evolving needs of investors and to develop timely innovations has long been a distinguishing feature of the Eaton Vance organization and an important contributor to our business success. Eaton Vance has for many years carried a reputation as a leading developer of innovative and timely investment strategies with strong investment merit.

Eaton Vance Family Tree