Aperio Group LLC is a financial services company based in Sausalito, CA, specializing in personalized and tax-optimized indexed equity separately managed accounts (SMAs). With over 24 years of experience, Aperio offers a wide range of strategy customization options, including values-aligned investing, and works closely with advisors to create portfolios that reflect the unique preferences of each investor.
Driven by engineering excellence and a commitment to client satisfaction, Aperio's team of experienced portfolio managers leverages their scalable SMA automation engine to provide personalized portfolio rebalancing and optimization for after-tax performance. With a focus on collaboration and iteration, Aperio aims to deliver optimal solutions for their clients, offering insights and strategies to help maximize returns while minimizing tax implications.
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