Efficient customization

Aperio serves a range of advisors and investors with assets sizable enough to take advantage of separately managed accounts. We specialize in collaborating with our clients to efficiently address their most complex investing, tax, risk-tailoring, and socially responsible customization challenges.

Advisors: Independent registered investment advisers (RIAs), broker-dealers, consultants, multifamily offices, and other investment strategists

Single family offices: Family offices, family foundations, and other private investors with substantial investable portfolios

Tax-exempt institutions: Foundations, endowments, religious institutions, and other non-taxable entities

Fund sponsors: 1940 Act fund sponsors with an emphasis on customized socially responsible investing or factor-tilted strategies


All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Please refer to the "Disclosure" link below for additional information.