Aperio Email Format

Financial ServicesCalifornia, United States51-200 Employees

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 130 employees
•	$48B in Assets Under Management as of 6/30/2022

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