At Gerber Kawasaki, we believe proper wealth management is both a science and an art form. Gerber Kawasaki portfolios are personally designed and managed by our Wealth Management Team.
Of course we use the latest technology to monitor, track and research our investments, but when it comes to individual stock, bond and investment selection, we pick them the old fashioned way, through human investigation, hard work and focus.
Now is the time to make the move to having the type of wealth management you deserve!
Our Wealth Management accounts are handled by Gerber Kawasaki's Investment Advisory Team, and overseen by Ross Gerber, President and CEO.
All of our Wealth Management clients have direct access to their advisors.
This personal customized approach to money management does take more effort than computer modeling, but it is well worth the effort, as we focus on providing the best results possible for our clients within their investment objective.
- Our investment style focuses on asset allocation and proper diversification first.
- We learn from each client about their investment goals, risk tolerance, and time horizon before we design their portfolio.
- After we do a thorough review using our Client Discovery Book, we design and implement your customized portfolio plan.
- We focus on three main investment themes:
- technology companies
- natural resources
- global markets
Through our unique stock, bond and investment selection process, we believe we are positioning our clients to take advantage of the potential future growth in the economies of the world.