Morgan Stanley Investment Management (MSIM) has announced that its wealth strategies group has introduced tax-optimized portfolio solutions (TOPS), a tool that brings together a broad suite of tax management solutions from MSIM, Eaton Vance and Parametric Portfolio Associates to meet individual client needs and drive personalized outcomes.
Anchored by the expertise and experience of the Wealth Strategies Group, TOPS addresses complex portfolio challenges including managing volatility, enhancing total return, generating income or planning a legacy, as well as understanding investment tax implications, in an integrated, customized way.
“The power of TOPS is bringing together various component pieces and enhancing their individual value by combining them in highly customized ways,” said Brian Smith, co-head of the wealth strategies group. “Our team uses the TOPS tool to analyze client-specific financial attributes and develop tailored solution sets to align results
