Skip To Main Content

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

Paul O. Solli,
Aperio Cofounder

About Aperio (now part of BlackRock)

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.