Morgan Stanley IM Launches Tax Optimized Portfolio Solutions for Advisors
Morgan Stanley Investment Management’s Wealth Strategies Group has unveiled Tax Optimized Portfolio Solutions (TOPS), a new advisor tool designed to unify and enhance the tax management capabilities of MSIM, Eaton Vance, and Parametric Portfolio Associates. Positioned as a comprehensive resource for addressing complex portfolio needs, TOPS enables advisors to manage volatility, enhance total returns, generate income, plan for legacy goals, and optimize tax outcomes through highly tailored strategies.
According to Brian Smith, co-head of the Wealth Strategies Group, the strength of TOPS lies in combining individual tax-management tools into an integrated, client-specific framework. Leveraging Parametric’s expertise in direct indexing, long/short extension strategies, custom option overlays, and tax-optimized bond ladders, as well as Eaton Vance’s specialized charitable giving vehicles and diversification solutions for concentrated positions, the platform equips advisors to better align investments with client priorities.
Matt Witkos, head of North America intermediary sales, noted that TOPS empowers advisors to act as trusted advocates, delivering efficient, customized portfolios that balance tax efficiency with investment performance. The offering reflects MSIM’s commitment to helping advisors generate alpha, manage complex planning considerations, and strengthen long-term client relationships.