WHAT WE DO

We're built around customization—powered by our technology infrastructure and innovation capabilities. We work closely with wealth managers, family offices, and foundations to create index portfolios tailored to each client's needs and values.

We have no "typical" clients. And we don't deliver "typical" commodity products. We go deeper and broader than other firms to truly understand clients' individual needs—and create the most value for each situation. For example:

How will AMT affect a client's ideal portfolio?
How can tax optimization, risk management, and a client's social values all be incorporated in one portfolio?
How does index investing work with 10b5-1 compliant programs?
What special considerations apply to assets distributed from an exchange fund?
How does hedge fund allocation affect optimal tax strategy?

TAXES

It's easier and more dependable to improve after-tax return by reducing taxes than by increasing pre-tax returns.
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RISK

Customized diversification can reduce risk without reducing your expected return.
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VALUES

Customize your portfolio by defining social screens that reflect your values, not someone else's.
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OTHER CUSTOMIZATION

We can structure a portfolio to address many requests. Think of us as a custom tailor.
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DOWNLOADS AND LINKS

Aperio Group overview brochure >
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