Aperio, a subsidiary of BlackRock, is an investment manager with over two decades of experience. The firm specializes in personalizing and optimizing indexed equity SMAs (separately managed accounts) for tax purposes, catering to the unique needs of each investor.
Aperio’s portfolios are tailored around five key dimensions: market exposure, taxes, personal values (ESG), factors, and risk. The firm’s primary focus is on after-tax return, which is of utmost importance to taxable investors. To this end, Aperio employs proven tax-loss harvesting and other tax economics techniques to boost after-tax returns across a client’s entire equity portfolio.
Aperio also offers a high level of SRI/ESG personalization, enabling the creation of portfolios that align perfectly with clients’ beliefs and causes, without compromising on performance.
The firm is driven by a human-first philosophy and is committed to delivering unparalleled personal service.
Facts
• Based in Sausalito, CA
• Boasts a team of over 130 employees
• Manages $48B in Assets as of 6/30/2022
In addition to its investment management services, Aperio offers an affordable, web-based integrated HRMS and Performance Management system. This system is designed to help growing companies manage their human capital efficiently.
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