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“When you combine intelligence with integrity,
the impact of intelligence is magnified.”

Paul O. Solli,
Aperio Cofounder

About Aperio

Our Purpose

Aperio v. [Latin] to make clear, to reveal the truth

Our name, Aperio, embodies our guiding purpose—to provide clarity and reveal the truth so advisors can make more-informed decisions for their clients. We take active responsibility for our investors’ interests and are committed to building relationships based on transparency and truth.

Our Investment Philosophy

What Matters: taxes, fees, risk, values. We believe our clients are best served with customized, tax-efficient, lower-fee portfolios that reflect each client’s unique risk profile and values.