Eaton Capital Americas

We are a full service national brokerage firm with approximately two hundred financial consultants in four offices; three in the Americas and one in Europe.


Three generations ago an idea was born; a simple yet profound idea which told us to put the interests of our clients first. Such an idea is not simply good, it is astoundingly smart business. We decided that each client should have their own financial consultant to provide a customized plan and ensure that full support is given to the primary goal of implementing the plan.


We have earned our reputation in the investment world by providing the highest level of personalized service for the lowest annual advisory fees.


Eaton Capital Americas understands the inherent challenges of making asset allocation decisions and selecting investments for your portfolio.


Our Investment Management Team Will:

office• Diversify your assets across various types of investments to control risk and enhance performance potential


• Make on going buy, sell and hold decisions for your assets that are invested in the model portfolio, following a disciplined investment process


• Seek the best investment opportunities by performing in – depth fundamental analysis of around two thousand associated funds representing approximately two thirds of the total assets in the mutual fund universe


• Monitor your portfolio’s performance and exposure on a daily, monthly, quarterly and ongoing basis


• Rebalance and trade the mutual funds in the model portfolio as needed to maintain diversification and risk control and to take full advantage of new investment opportunities


• Conduct an annual strategic review with you to confirm that the model portfolio investment strategy in which you are invested remains consistent with your investment goals.


Portfolio advisory services can provide you with the comfort of knowing you have a clear and long range plan in place and the support of dedicated investment professionals helping you to realize your objectives.


Eaton Capital Americas is dedicated to providing our clients with the absolutely finest financial advice available in the world today and with a level of customer service which is second to none.


We maintain huge range of strategic partnerships with some of the largest and most respected global financial institutes. These alliances allow us to pass on investment expertise which would be otherwise inaccessible to most people.


At the heart of any successful corporation are the people who implement the company's strategies. Eaton Capital Americas recognizes this fact and invests heavily in providing training and award winning personal development programs for our staff.


Career Opportunities

Sales Assistants - Eaton Capital Americas are currently interviewing young, aggressive and hard working individuals to work as sales assistants alongside our investment advisors.


Entry level positions are available now, with the opportunity of promotion.


Qualifications necessary:
1. Applicants should have a secondary education certificate, although not a necessity.
2. Must have good communication skills, and an understanding of the financial markets, investment products and the ability to solve problems at a moments notice.
3. Previous experience in the financial industry is preferred but not essential as a full training package is available.
4. All applicants must be willing to relocate.


Program Analyst - Eaton Capital Americas are currently interviewing to fill the position of program analyst.


Practical work experience is essential (three years minimum) and must have a sound understanding of complex computer systems.


Qualifications necessary:
1. Applicants must have secondary computer certificate and be willing to relocate.
2. Serious inquiries only please.

Key Economic Indicators

Interpreting the economy's movements in direction can be quite complicated. Though it has been moderately simplified by studying certain economic data to derive to key economic indicators.

Some of the common statistics that an analyst will monitor, such as gross domestic product and the key measure of the economy's overall output from quarter to quarter, which is a good indicator of how the economy is performing.

Investment Strategies

In developing the proper asset allocation strategy one should take into consideration an individual age and the current objectives that they are looking to accomplish in their portfolio.

A simple rule of thumb is that younger investors tend to be more risk tolerant to receive more aggressive capital gains while the more mature investor becomes more conservative and secure, therefore enabling them looking to protect their capital and receive a modest income.

Financial Terms: A Glossary

These financial terms definitions are for the most commonly used UK financial terms and ratios. They are based on UK Company Balance Sheet, Profit and Loss Account, and Cashflow Statement conventions.

So as a general rule for all non-financial business people, if in doubt, ask for an explanation from the person or organization responsible for producing the figures and using the terms - you may be the only one to ask, but you certainly will not be the only one wodering what it all means.