Aperio Group is a San Francisco-based, partner-owned firm. We design and manage customized portfolios that deliver pre-tax performance of indexing with active tax management and active risk reduction. We work directly with wealth advisors and family offices to complement their active alternative equity strategies, enhancing the client’s after-tax income.
At Aperio, we create customized portfolios of domestic and/or foreign individual securities to:
- Maximize after-tax returns
- Reduce the risk of concentrated positions
- Incorporate customized social screens
In addition to our work with taxable investors, we also work with private foundations to deliver passive equity portfolios that deliver standard U.S. and foreign market benchmark returns while aligning the foundations values with their investment portfolio through positive screens, negative screens, and proxy voting.
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