Aperio serves a range of advisors and investors with assets sizable enough to take advantage of our separately managed accounts. As a partner owned firm, we specialize in collaborating with our clients to handle their most complex investing, tax, estate planning, risk tailoring, and socially responsible customization challenges.
Advisors – Independent RIAs, Broker Dealers, Consultants, Multi-Family Offices, and other investment strategists
Single Family Offices – Family Offices, Family Foundations, and other private investors with substantial investable portfolios
Tax-Exempt Institutions – Foundations, Endowments, Religious Institutions, and other non-taxable entities
Fund Sponsors – 1940 Act Fund Sponsors with an emphasis on customized socially responsible investing or thematic beta strategies