To keep his advisory firm on an innovative track, Ross Gerber constantly prowls for new management ideas. So the CEO of Santa Monica, California-based Gerber Kawasaki Wealth and Investment Management was intrigued when he learned last year about Bridgewater Associates’ comprehensive approach to archiving intra-office communications.

“They have an unbelievable track record,” Gerber says of Bridgewater, the world’s largest hedge fund, headquartered in Westport, Connecticut.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access