Founded in 1999 and acquired by BlackRock in 2021, Aperio specializes in creating and managing custom Separately Managed Accounts (SMAs). The firm's core mission is to provide sophisticated investment solutions that are tailored to the specific after-tax, risk, and values-based objectives of its clients. Aperio is a leader in active tax management, factor-based investing (factor tilts), and incorporating Environmental, Social, and Governance (ESG) or Socially Responsible Investing (SRI) criteria directly into portfolios. They primarily serve ultra-high-net-worth clients through wealth advisors and institutions.

Founded in

United States