RISK

We can help reduce unnecessary—and often unforeseen—portfolio risk through tax-efficient transitions, including:

• Quantifying the tax cost of diversification and helping clients evaluate the trade-off between tax costs and the risk reduction associated with diversification
• Transitioning low-basis stock so that future heirs receive a stepped-up basis—permanently reducing taxes paid

Once diversified, our clients are perfectly positioned to benefit from future tax-loss harvesting opportunities.

WHY IT WORKS

We use our sophisticated technology to analyze each individual client's portfolio exposure to multiple factors that will affect performance. This allows us to evaluate clients' risk exposure and optimize their portfolios to maximize returns for a predetermined level of risk. We then offer each client a range of alternatives that highlight the trade-off between risk reduction and tax effect.

THE TITANIC EFFECT

Risk is the part of the iceberg that lies below the surface—the part of investing you don't see until it's too late.

WHY DIVERSIFY?

If your portfolio isn't properly diversified, you may be taking on unnecessary risk—or not getting paid enough for the risks you take.

WHY DIVERSIFY WITH APERIO?

There are often large tax consequences to selling a portfolio in order to improve it. We can help you tax-efficiently transition your portfolio to reduce risk.

DOWNLOADS AND LINKS

Aperio Group overview brochure >
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