Worthington, OH Office

Gerber serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations and businesses, with a stated focus on growth‑oriented, first‑generation entrepreneurs. The firm provides discretionary investment management and comprehensive wealth services, including entrepreneurial planning, retirement plan advisory (3(21)) and introductions to securities‑backed lending, and may implement portfolios using independent managers.

Gerber generally pursues a long‑term, diversified approach that combines fundamental, technical and charting analysis and leverages an outsourced CIO for portfolio analysis and asset‑allocation guidance. While portfolios commonly use mutual funds and ETFs, the firm may also deploy individual equities, bonds, alternative investments, structured notes, options and margin strategies and explicitly notes the use of derivatives and borrowing within separately managed accounts when appropriate.

Managing roughly $592 million across a four‑advisor team, Gerber operates with a higher assets‑per‑advisor profile than many comparable team firms. The combination of a targeted entrepreneurial client niche, standalone entrepreneurial planning engagements and an affiliated business‑coaching program, together with use of derivatives, securities‑backed lending and independent managers, differentiates its service mix from many peers.