Lucas CFA's Contact Details

Lucas CFA's Company Details

Aperio Group LLC

Sausalito, CA, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

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