To Our Clients,
In the past, Gerber Kawasaki has delivered to you quarterly performance reports from our custodian LPL financial that show holdings, transaction activity and investment return information for your accounts. As of January, 2017, Gerber Kawasaki has made the decision to suppress delivery of such reports. Many factors played a part in this decision:
1. We decided that this is a great time to leave a “green” thumbprint as a business! We realize the importance of reducing our global footprint through actions such as decreasing unnecessary paper use. Additionally, not only are paperless communications better for the environment, they are also quicker as they are instantly sent rather than hand delivered.
2. Your quarterly performance reports are readily available to you online. No more waiting for them to show up in your mailbox. You can view current or past reports online on “My Account View” 24 hours a day, seven days a week.
3. In addition to your reports being available online, you also have your Gerber Kawasaki financial advisor available to you. Just send us an email if you want to review your accounts.
4. Finally, we felt that the presentation and accuracy of the printed quarterly performance reports was not up to our standards, and as a Gerber Kawasaki client, we felt you deserve a better presentation of your account information.
Feel free to email any questions and/or comments about this transition to paperless quarterly reports to email@example.com.
Gerber Kawasaki wealth & investment management
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Gerber Kawasaki, a registered investment advisor. Gerber Kawasaki and Gerber Kawasaki Wealth & Investment Management are separate entities from LPL Financial.