When you partner with us, you receive individualized attention to your investment goals, backed by deep research and decades of experience.

Shifting times call for steady leadership

As we come to understand your goals and principles, we create a sophisticated investing strategy shaped by some of the best minds in the industry.

Lasting growth begins with a solid connection

We want you to feel at ease when discussing your wealth—and your plans. When things change in your life, we’re here to help answer questions and guide you.


Dedicated investment professionals*

*Among Eaton Vance WaterOak Advisors as of 3/31/2022

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Investment expertise

We know each investor is unique. Our experienced wealth professionals draw from the insights of our vast global research teams to develop a customized strategy for your investment goals.


you are:

looking to advance your investing strategy

We embrace the combined power of our differentiated active strategies and our industry-leading passive strategies.

concerned about taxes

We think of tax management as an ongoing endeavor and essential to the pursuit of long-term wealth creation.

prioritizing your values

We can customize your portfolio and integrate values-based strategies that align with your principles.


Meet Duke Laflamme

CFA, Chief Investment Officer

Duke is responsible for leading the overall investment process within the firm, and he also provides investment management services to individuals, corporations, foundations and endowments.

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Investment Review & Outlook:
Our current Market Views

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