Aperio Group LLC
Investment Bank/Securities Brokerage - Sausalito, CA, US
Aperio Group LLC Employees
Aperio Group LLC Senior Management
Aperio Group LLC Details
Aperio is an investment manager and part of BlackRock. For more than 22 years, we've been working side-by-side with advisors and institutions to personalize and tax-optimize indexed equity SMAs (separately managed accounts) that reflect the individuality of each investor.Aperio portfolios are customized around five dimensions: market exposure, taxes, personal values (ESG), factors, and risk.Because after-tax return is what truly matters to taxable investors, Aperio's time-tested tax-loss harvesting and other tax economics techniques aim to enhance after-tax returns across a client's entire equity portfolio. We offer the most granular level of SRI/ESG personalization to build portfolios perfectly aligned with clients' beliefs and causes they care about, without sacrificing performance. Driven by our human-first philosophy, we are dedicated to providing unmatched personal service. Facts• Headquartered in Sausalito, CA• Over 120 employees• $50B in Assets Under Management as of 9/30/2021
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