Our
Mission &
Culture

MISSION STATEMENT
Our mission is to provide the highest level of integrity, dedication and objectivity in guiding our clients to maximize their financial resources in order to plan for their financial and life goals. We use a holistic approach, we work with you to increase your understanding of your personal finances and provide education to empower you to take on the necessary steps to achieve your goals in life.

HOW GK GOT 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.