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Why Aperio?

Aperio’s unique approach to customizing public equity solutions is designed for sophisticated wealth advisors who require something more than off-the-shelf products. Our goal is to deliver the results each client desires by exceeding expectations at every stage of our partnership.

A Solutions-Focused Approach - It all starts with a conversation. We do not push products. Instead, we ask questions and listen carefully to help advisors clarify each client’s priorities so we can build an optimal investment solution. We are clear about what we can and cannot do. Applied Research - We understand the intersection of tax economics, ESG data, risk models, portfolio construction, trading, and client behavior. Our team of experts offers insights from multiple perspectives so advisors can see the trade-offs of various scenarios. Flexible Portfolio Construction - We have built the capability for almost unlimited customization through our smart investment “factory,” which can efficiently design portfolios in separately managed accounts to each investor’s exact specifications. Personalized Client Service - We recognize the importance of timely and thoughtful answers to complex client questions and requests. Our goal is to empower advisors with knowledge, insights, and service to strengthen and grow their client relationships.