We’re investment managers from California. Working side-by-side with advisors and institutions, we craft personalized, tax-optimized SMAs (separately managed accounts) that reflect the individuality of each investor.
People are at the center of all we do. At Aperio, we believe the client is sacred. We do our best for our clients, and we treat them the way we want to be treated. We are respectful, honest, and accountable. Our employees are exceptional people who apply these principles every day, and we value them greatly. We encourage them to think outside the box and take chances with the challenges they face every day, to grow their careers. Our work environment is collaborative, engaging, genuine, and fun!
Our Core Values
This small set of enduring guiding principles captures the emotion and passion behind Aperio:
Truth Is Sacred.
Put Client Interests Above the Firm’s.
Treat Everyone with Respect.
Attack Every Issue with Intellectual Rigor.
Embrace an Entrepreneurial Spirit.
Enjoy the Journey.
Our Core Purpose
Aperio delivers asset management and advice by taking active responsibility for investors’ interests, building client relationships based on transparency and the truth rather than just what benefits our firm.
This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change at any time without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations.
This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of yields or returns, and proposed or expected portfolio composition. Moreover, any historical performance information of other investment vehicles or composite accounts managed by BlackRock, Inc. and/or its subsidiaries (together, “BlackRock”) included in this material is presented by way of example only. No representation is made that any performance presented will be achieved, or that every assumption made in achieving, calculating or presenting either the forward-looking information or the historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein by way of example. Past performance is no guarantee of future results.
The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy.
Aperio is providing this link to a third-party website that displays a research report, article, webcast, video, or other content that we believe may be informational or educational for you. This linked content is presented by a source that we believe to be reliable, but we do not guarantee its accuracy or completeness, including any associated disclosures. Aperio has no control over the nature of the content on, or the availability of, this third-party website.
The inclusion of this link on our website also does not imply a recommendation or endorsement of any views expressed in such linked content and should not be considered: investment, tax, or legal advice; a solicitation; a recommendation of Aperio or any third-party’s services; or an offer to buy or sell any securities or related financial instruments in any jurisdiction.
Your subscription to the Aperio Blog has been confirmed. You will receive an email notification when a new blog is posted.
Your password is now updated.
Thank you for setting the security questions for your account.
User Must Be Logged In
You must be logged in to perform this action.
Invalid token. Please reload the page and try this action again.
You Currently Do Not Have Portal Access
You do not have access to the Aperio Client Portal.
Please note that if you just registered, it may take up to 24 hours after your registration form has been approved before you are able to log in.
That answer does not match our records. Note that responses to security questions are case sensitive. Please try again or contact Aperio at firstname.lastname@example.org or 415.339.4590.
Your portal user profile does not have provide access to this page. Please contact your administrator if you believe you have receieved this message in error.
Please select a request type.
Your account is temporarily locked because you repeatedly entered wrong answers to security question. Please try again in an hour.
There was an error sending the email to your new user. Please try again.
There was an error sending your email. Please try again.
There was an error sending the email to reset your password. Please try again.
There was an error sending the verification email for your portal account. Please press “Send Verification Email” to retry.
There was an error sending your Contact Us form to Aperio. Please try again.
There was an error changing your password. Please try again later.
There was an error editing your security questions. Please try again later.
Would you like to set up Multi-Factor Authentication (MFA) for your account? If yes, click here. If not, you are able to enable MFA for your account at anytime in your Profile by clicking Edit Profile.
With Multi-Factor Authentication (MFA), an extra layer of security is added to your account to prevent unauthorized users from logging in, even if they have your password. This extra security measure requires you to verify your identity using a randomized code we will send you each time you attempt to log in. MFA reduces the risk of unauthorized requests from your Aperio Client Portal account and provides extra security for your data.
You can choose to receive your security code through one of three ways: by text message/SMS, voice call, or the Okta Verify app. Through Aperio’s partnership with Okta, you can access their free Verify app to receive your MFA token on your Apple or Android device.
Are you sure you want to remove this factor from your account?
The factor has been successfully removed from your account.
You are enrolled in SMS MFA.
You are not enrolled in Text/SMS MFA. To learn how to enroll, click here.
To enroll in SMS MFA, please enter your mobile phone number.
Enter the code received on your mobile phone below.
You have successfully enrolled in SMS MFA.
This phone number was previously set up for SMS MFA for this account. The number and your portal account are now re-enrolled in SMS MFA. If this is incorrect, please contact Aperio at 415.339.4590.
You are enrolled in Voice Call MFA.
You are not enrolled in Voice MFA. To learn how to enroll, click here.
To enroll in Voice MFA, please enter your number and extension if applicable.
Enter the code from the automated voice call you just received.
You have successfully enrolled in Voice MFA.
You are enrolled in Okta Verify MFA.
You are not enrolled in Okta Verify MFA. To learn more on Okta Verify MFA, visit the Okta Verify enrollment guide here.
Please ensure you have downloaded the Okta Verify App prior to clicking Enroll.
After opening the Okta Verify App on your mobile device, press Add Account and scan the QR code shown on the screen. Enter the code shown in the app in the box below.
You have successfully enrolled in Okta Verify MFA.