High Net Worth

Gerber Kawasaki's mission is to provide the highest level of integrity, dedication, and objectivity in guiding their clients holistically to maximize their financial resources while mitigating their risks and preserving their legacy.

Why Gerber Kawasaki?

Independent
Advisory

Fiduciary
Standard

Personalized

Holistic
Planning

Team
Approach

Impeccable
Regulatory Record

Transparent
Fees

Advanced
Technology

 

Holistic Approach

Strategy

Where do you want to go?

Capital

What are the best opportunities?

Team

How will you get this done?

Results

Results: That’s the bottom line. Through our combination of investment and wealth management expertise, exceptional client service, and a 100% client-aligned business model, we strive to provide outstanding results and bring peace of mind to our clients.

Wealth Management

Investment Management

 

We manage complexity

and simplify your life

2010

Founded

Santa Monica

Based

$1.2B

AUM*

Fiduciary

Independent Investment Management

 

We are investors with

real world experience

Investment Process

CEO and CIO Ross Gerber leads our investment committee, which actively and tactically manages all of our portfolios, company research, and security selection. Our Index + Alpha strategy incorporates our highest conviction ideas though our proprietary equity research to optimize your asset allocation. We believe in holding the highest quality companies with solid growth prospects and strong fundamentals for the long term.

Our tax efficient and tactical asset allocation strategies aim to dampen volatility and focus on risk adjusted returns.

 

Macroeconomic Analysis

Propriety Equity Research

ESG and Impact Investing

Emerging Trends & New Technologies

Team Approach

 

Ross Gerber

ross@gerberkawasaki.com

President and CEO

 

Danilo Kawasaki, CFP® CPWA®

danilo@gerberkawasaki.com

Vice President and COO

Managing Partners:

 

Ayal Shmilovich

ayal@gerberkawasaki.com

Managing Partner

 

Ben Dunbar, CFP®

ben@gerberkawasaki.com

Managing Partner

 

Hatem Dhiab, CFP®

hatem@gerberkawasaki.com

Managing Partner

 

Matthew Iantosca, CFP®

matt@gerberkawasaki.com

Managing Partner &
Director of Wealth Management

 

Zachary Bainter, CFP®

zach@gerberkawasaki.com

Managing Partner

 

Impact and ESG are in the GK ethos. Socially and environmentally responsible investing doesn’t just feel good, it can deliver strong long-term results for our clients. To us, sustainable and conscious companies are tantamount to great investing.