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Aperio partners with wealth advisors to build and manage personalized public equity portfolios that reflect each client’s unique tax, risk, and values preferences.

Seeks to deliver improved after-tax returns through tax-loss harvesting

Seeks to replicate active strategies that are optimized for taxable investors

Seeks to reflect each client’s social, environmental, and governance values

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Recent Blog Posts
  • Mark Bateman It’s Not Enough but Should Be Part of the Solution by Mark Bateman
    The national dialogue on racial inequality brought about by the death of George Floyd at the hands of Minneapolis police officers has resulted in more questions from Aperio’s clients: How can we reflect our concerns about racial inequality in our investments?...
  • Patrick Geddes Aperio Group Statement on Racism by Patrick Geddes
    Like so many people around the world, we at Aperio Group have observed in horror and outrage the murders of George Floyd and so many others. Watching the protests against the cancer of racism in the United States, I wonder how my father, who died a year ago, would have reacted...
  • Patrick Geddes The Opportunity to Learn about Opportunity Zones by Patrick Geddes
    At Aperio, we’ve been asked by many wealth advisors and family offices about our views on opportunity zones (OZs), a tax incentive that allows for deferral and even elimination of some capital gain for taxable investors. In our view, the best way to look at these structures requires incorporating three different angles...
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