The company offers a tailored, consultative approach, working with investors and their advisors to craft optimal solutions that address their unique portfolio challenges. Aperio's portfolios are customized around five dimensions: market exposure, taxes, personal values (ESG), factors, and risk. Aperio's technology-based processes are designed to make serving clients seamless and efficient, but they also take a personalized approach, combining this with quantitative data-driven processes to offer flexibility, efficiency, and insight, all factors that establish trust and longevity.