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.
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