Aperio Investments

Aperio Group LLC is based in Sausalito, California. Its mission is to reconfigure wealth management by embracing the unique needs of each investor, including the impact s/he may want to have on the world while incorporating the impact of taxes so much of the investment industry would prefer to ignore. Aperio is a pioneer in custom index equity portfolios delivering tax optimization, targeted risk factors or ESG (environmental, social, and governance) values and shareholder engagement. As an investment manager, Aperio provides high-touch client service to both taxable and tax-exempt investors across a broad range of US and international strategies.