WHO WE ARE

WHO WE ARE

We founded Aperio Group in 1999 based on our belief in the power of index investing. We're in good company—forty years of research and numerous Nobel Laureates, investment gurus like Warren Buffett and Peter Lynch, financial powerhouses like Barclays Global Investors, and leading research universities like the University of Chicago all agree that index investing delivers the best returns over the long term.

How are we different from other index investment firms? We're a boutique quantitative firm who creates and manages customized portfolios for a select group of clients. We're not a mass-market machine pushing commodity products. While other firms say: "This is what we have," we ask, "What can we do for you?"

OUR BELIEF

You shouldn't have to pay high fees to get equity returns. We don't accept soft dollars. And we use our deep knowledge of areas like tax law and risk management to give clients great value.

A THOUGHT ON INDEXING

"Most of my investments are in equity index funds. Why pay people to gamble with your money?"
William F. Sharpe, Nobel
Laureate in Economics, 1990

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