Spinnaker Asset Management provides individual and family 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.