Aperio Group LLC in Active Trader Links Directory

Aperio Group delivers customized asset management services for taxable investors and is one of few firms that report after-tax performance. Aperio designs and manages customized portfolios that deliver the pre-tax return of indexing with active tax management and active risk reduction. The result is superior after-tax return and reduced risk. Aperio’s portfolio management process allows the portfolio manager unprecedented control over the investment process beginning with individual tax lots. This control allows Aperio to control the timing of both capital gain and loss realization. Typically this means deferring gains and harvesting losses that Aperio’s clients can use to offset realized gains either within or outside of the portfolio. Aperio can analyze the components of clients’ portfolio risk and exposure to multiple factors that affect stock price movements, analyze their risk exposure and optimize their portfolios to maximize returns within custom criteria, including risk control, dividend management, timing of capital gain management, and minimization of transaction costs. This control gives Aperio and its clients greater confidence of matching performance benchmarks and greater understanding and control of the possible range of outcomes. Because tax management delivers consistent value-added under all market conditions, Aperio is able to reliably deliver on its promise to deliver superior after-tax return while quantifying and controlling risk.

Address: Three Harbor Drive, Suite 315, Sausalito, CA 94965
Telephone: (415) 339-4300
Fax: (415) 339-4301
Website: http://aperiogroup.com/