Aperio Email Format

Financial ServicesCalifornia, United States51-200 Employees

Aperio is a financial services firm that operates as an investment manager and is part of BlackRock, headquartered in Sausalito, California. It designs independently managed accounts (SMAs) that are customized to reflect each investor's profile, focusing on tax optimization and personalization across five dimensions: market exposure, taxes, personal values ESG, factors, and risk. The company emphasizes after-tax returns for taxable investors, employing tax-loss harvesting and other tax economics techniques to enhance overall after-tax performance. Aperio offers granular SRI/ESG personalization to align portfolios with clients' beliefs without sacrificing performance, and it maintains a human-first approach and personal service. The firm reports assets under management of about $48 billion as of 6/30/2022 and lists 51-200 employees.

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