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Hatem Dhiab is Founder and Managing Partner of Gerber Kawasaki Wealth & Investment Management in Santa Monica.

Gerber Kawasaki Wealth & Investment Management offers a hands-on approach

By Nicole Borgenicht

As a founding partner and director of Gerber Kawasaki Wealth & Investment Management in Santa Monica, Hatem Dhiab keeps the company imbued with the financial spirit of present and future investments.

Dhiab assesses clients’ plans to coincide with their goals, always keeping the future at hand so that their investment strategy aligns. He also manages and supervises the commercial network within Gerber Kawasaki Wealth & Investment Management.

“Most of my time is spent meeting with clients to review their plans, investments and goals, and make sure their allocations meet planned plans while helping them make decisions about new financial initiatives and changes in business. life that may arise, ”Dhiab said. . “As a partner, I spend a lot of time mentoring and training junior advisors, working on investment research and management, as well as trading and asset reallocation. We create a fair amount of content around markets and investments, which also takes me a little bit of time. “

Working with clients of all ages with a focus on current and future industry, Dhiab has plans for full family security and new business ventures or partnerships with young business owners. In addition, his company is savvy in all industries that have become more computerized and technologically sufficient.

“Being in Santa Monica and not having an official minimum account, we tend to work with a lot of younger clients, which is quite different from your traditional businesses,” Dhiab said. “Many of these small clients have grown into big clients as they have become successful in their careers and businesses. We believe in democratizing access to investment and financial planning. Personally, I tend to work a lot with entrepreneurs and executives in tech and entertainment, as well as doctors and lawyers. A niche that allows me to help them beyond traditional planning and investment management. Gerber Kawasaki prides itself on great contact quality and excellent service.

In addition, Dhiab is proud to be available to provide advice on business planning, including stock options and sales. Not only a mentor for its staff, Dhiab is happy to offer career advice to its clients.

Gerber Kawasaki Wealth & Investment Management and its founding management team are unique as a financial services company because of their hands-on approach to designing action plans.

“We actively manage assets rather than using cookie-cutter models and passive strategies like many of our competitors do,” Dhiab said. “It’s a big difference, and many clients appreciate this unique approach and our distinct thought leadership. “

Always in tune with the times and the future, Dhiab added, “Offering custody and management of cryptocurrencies is also an example of how we have been able to differentiate ourselves from the herd. It’s a new asset class that is intriguing and mysterious, and one where investors should seek our professional advice before getting involved.

With an eye on technology and its ever-changing landscape, Gerber Kawasaki Wealth & Investment Management has been a challenge and success for over a decade. Not only as research tools, but their specialized knowledge in the tech industry has created an easier system for the financial structure of clients and, at times, added wealth through purchases of company shares.

“We use a lot of software tools to effectively manage the large amount of assets and accounts and communicate effectively internally and externally,” Dhiab said. “We can’t scale and help the thousands of customers and the billions we manage without investing heavily in technology. We’ve always been at the forefront of tech and digital first, but the pandemic has really accelerated adoption and frankly helped our customers adapt as well. Many of our clients really appreciate our forward-looking approach and the different ways we help them manage their increasingly complex financial lives.

Developing client wealth in the Westside community fits into the three tier system for different ages and stages of financial growth that Gerber Kawasaki Wealth & Investment Management has developed.

“Our investment is aimed at young and new investors, our wealth management is aimed at the wealthy and our high net worth programs are aimed at wealthier investors facing complex situations,” said Dhiab. “We are primarily localized, so many of our clients are in technology, media, and professional services such as physicians and lawyers, as well as various entrepreneurs and business owners.”

Nonetheless, Gerber Kawasaki Wealth & Investment Management works with clients across the country and around the world due to “social and pull media” and many others that value the company’s investment policy and vision.

“I also personally run our international program, so I tend to deal with a lot of foreign investors who invest in the US or with US nationals living overseas,” Dhiab said.

As a responsible investment firm, Gerber Kawasaki Wealth & Investment Management studies companies and individual sectors that also take environmental issues into account. With the future at hand, Dhiab leads the way with weekly meetings to assess local and global trends in the investment industry.

“As a result, our focus is mainly on technology, innovation, sustainable energy and social responsibility,” Dhiab said. “We were the first investors in Tesla, Nvidia and Apple, among many other big brands and companies that have been transformative. We’re also constantly on the lookout for disruptive themes and emerging trends such as cannabis and the metaverse. “

Gerber Kawasaki Wealth and Investment Management
2716 Ocean Park Blvd., # 2022, Santa Monica
310-399-6397
gerberkawasaki.com

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