EPOCH INVESTMENT PARTNERS, INC.

1 Vanderbilt Avenue
23rd Floor
New York, New York 10017
Tel: 212-303-7200

About EPOCH INVESTMENT PARTNERS, INC.

EPOCH INVESTMENT PARTNERS, INC, formally registered with the SEC as EPOCH INVESTMENT PARTNERS, INC. The firm was established in 05/11/2004. They have over 3 offices throughout the country.

EPOCH INVESTMENT PARTNERS, INC. is a New York, New York based Financial Planning firm with nearly $33,053,394,488 assets under management, offering retirement planning & investment advisory services to 774 clients. The firm is staffed with 177 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131556
SEC#	801-63118
Assets Managed by Firm	$33,053,394,488
No. of Clients	774
No. of Advisors	177

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (CASH MANAGEMENT, INVESTMENT ADVICE TO POOLED INVESTMENT VEHICLES, & MODEL PORTFOLIOS TO OTHER ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	774	$33,053,394,488
High net worth individuals	664	$1,943,262,635
Pension and profit sharing plans	10	$2,053,563,196
Other investment advisers	2	$1,464,459,456
Corporations or other businesses	12	$475,747,918

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