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Welcome to the Aperio Client Portal | Aperio Aperio Group, LLC, is an indirect, wholly-owned subsidiary of BlackRock, Inc The inclusion of this link on our website also does not imply a recommendation or endorsement of any views expressed in such linked content and should not be considered investment, tax, or legal advice
Active Tax Management | Aperio Aperio constructs portfolios in separately managed accounts composed of individual stocks that track a target benchmark Taking advantage of the natural price movements in stocks, we continuously monitor and rebalance portfolios to recognize tax losses from securities that have declined
Aperio Announces its Acquisition by BlackRock Liz Michaels and Ran Leshem will become co-heads of the Aperio business unit, a succession already announced this past summer Patrick Geddes, current CEO, will remain at Aperio, and after a transition period of a few months, will join the BlackRock Investment Institute as Senior Tax Strategist
Values-Aligned Investing | Aperio As a pioneer in customized values-aligned investing, Aperio offers investors decades of research and portfolio construction expertise to translate a client’s values into a customized portfolio
Aperio at a Glance Aperio Group, LLC, provides this presentation for informational purposes only and for the sole use of the recipient The information is provided with the understanding that we do not guarantee its accuracy, and are not engaged in rendering legal, accounting, or tax services
Aperio Group, LLC Disclosure Aperio is an investment adviser registered with the US Securities and Exchange Commission Such registration does not imply a certain level of skill or training, and no inference to the contrary should be made
Diversity Strategies - Aperio Group Aperio’s standard strategies may evolve over time, including changes in scoring and exclusionary screening criteria Clients will generally be consulted if these changes cause significant changes to their portfolios resulting in significant tax consequences or altered risk profiles
PowerPoint Presentation Aperio’s standard strategies may evolve over time, including changes in scoring and exclusionary screening criteria Clients will generally be consulted if these changes cause significant changes to their portfolios resulting in significant tax consequences or altered risk profiles
A Guide to 130 30 Loss Harvesting - Aperio Group The Aperio account strategy reflected in this article contains hypothetical information, including back-testing and other statistical analysis generated by Aperio
Concentrated Stocks - Aperio Group Aperio has the ability to customize the gradual liquidation parameters, including the liquidation percentage over time, to meet individual investor profiles This strategy can be used as a partial solution in combination with other approaches