Our Values

A∙per∙i∙o (v) ə-’per-ē-ō:
Latin, meaning: to uncover, reveal, make clear

Aperio: it’s not just the name on the door. It’s how we practice business; laying bare the difficult tradeoffs inherent in portfolio management, we build lasting partnerships, one client at a time. Our clients have unique needs that call for expertise in navigating courses fraught with excessive fees, tax inefficiencies, and inflexible products. They also have choices.

At Aperio, we recognize these choices and accurately describe what we can and cannot do. Our clients choose to partner with us not because of false promises of outperformance, but because we reliably and measurably build on the benefits of indexing through tax management and customization. Partnering with our clients in an honest and transparent fashion, we devise solutions that solve their unique challenges, and deliver these strategies at a lower cost than alternatives.

We have an unrelenting focus on client service – just ask our clients. As a partner-owned firm, we are accountable only to those clients and choose to align our incentives with them, refusing to take soft dollars or other incentives that are contrary to that alignment. We treat everyone with sincerity, whether colleague or client, and value the relationships that we build inside and outside our firm.

Our Belief

You shouldn’t have to pay high fees to get equity returns. We use our deep knowledge of areas like tax law, risk management and socially responsible investing to give clients great value.

The Perfect Fit

We think of ourselves as custom tailors who work with each individual client to create a portfolio that fits. We won’t just give you an off-the-rack product.

Library

• "The Best Investment Advice You’ll Never Get" – San Francisco Magazine, December 2006 – Article that profiles Aperio’s investment philosophy and highlights that our clients always come first – even at the expense of Aperio’s business.