How We Started
During the financial crisis, brand-name financial institutions destroyed the trust and squandered the savings of millions of Americans. In 2010, it was clear to Ross Gerber and Danilo Kawasaki, industry veterans and long-time friends, that a new paradigm for wealth and investment management was needed and they were the people who could offer it.
With offices in Santa Monica, CA and San Francisco, CA, and over $2.2 Billion in assets under management as of 2/2/21, Gerber Kawasaki is an independent investment advisor committed to building long-standing relationships throughout every phase in a client's life.
What We Invest In
GK's goal is to identify growth companies positioned to benefit from transformative changes in our society. GK focuses on multiple investment themes with potential widespread impact to create a growth-focused portfolio of large, mid and small cap stocks. To uncover the evolving large-scale trends it invests in, GK looks for sustainable change occurring in demographics, societal attitudes, environmental pressures, geopolitical upheaval, disruptive technologies, and product or service innovation.
Advisors at Gerber Kawasaki have a deep understanding of many industries. Diversity is one of our greatest strengths. Based in Los Angeles, CA, one of the most diverse cities globally, we understand that we must represent the communities we serve.
We have a couple of groups of advisors that specialize in specific client needs.