Client Services

Spinnaker Asset Management provides VIP class, individual financial planning and professional investment management services with diversification, liquidity, and active consultation.

Our services include:

  • Investment Management Services
  • Goal Planning
  • Retirement Planning
  • Education Planning
  • Comprehensive Financial Planning

We strive to accomplish your goals by focusing on four key values.

  • Diversification: Exposure to a variety of asset classes and investment styles.
  • Discipline: Investment decisions based on objective criteria, backed by in-depth research.
  • Customization: An assigned model portfolio is chosen based on client investment objectives and personal tolerance for risk.
  • Objectivity: We are a fee-only adviser.