How We Work

Efficient & effective partnerships

Aperio serves investment advisors, single family offices, tax-exempt institutions, and fund sponsors. Our technology-based processes are designed to make serving clients seamless and efficient. But our work doesn’t end with technology. We take a tailored, consultative approach, working with investors and their advisors to craft optimal solutions that address their unique portfolio challenges. Combining this personalized approach with quantitative data-driven processes, we are able to offer flexibility, efficiency, and insight, all factors that establish trust and longevity.

Our Values

Our partnerships with clients, advisors, and institutions rely on mutual success. Aperio’s philosophy and day-to-day operations begin with the belief that clarity, transparency, and reliability are the essence of our mission. In support of this, we blend top-notch tools and technologies with extraordinary client service. This client-centric approach permeates all aspects of our business. It starts with research and technology development and flows to individual portfolio implementation and ongoing support excellence.

Our three practice areas

Taxes

Improving after-tax portfolio returns with tax-loss harvesting strategies.
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Risk

Capturing active equity strategies with lower-cost, quantitative, rules-based portfolio management.
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Values

Designing portfolios that reflect clients’ unique values and mission.
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