A complete list of active advisors currently associated with Spinnaker Asset Management Inc.

Warmer can help you find a great advisor at Spinnaker Asset Management Inc. or one who fits your needs even better.

Spinnaker Asset Management provides financial planning, consulting, and portfolio management primarily for individual and high-net-worth clients. The firm offers both individualized discretionary management and model-based portfolio services alongside standalone or ongoing financial planning engagements. Investment strategy centers on a core-plus-satellite model approach with roughly thirty-nine model allocations; core exposure is primarily ETF-based (approximately 70% of allocations, with Invesco and WisdomTree among core providers) while the remaining satellite positions are selected from a recommended securities list using fundamental and technical analysis. Advisors use a client questionnaire and an investment policy to match model volatility to client objectives, and accounts are typically reviewed at least quarterly. A distinctive operational feature is that certain supervised persons are licensed insurance agents and the firm sells insurance products for commissions, which may be recommended as part of planning — some personnel are also registered representatives of unaffiliated broker-dealers and one employee is registered with PKSI for life and health insurance. The firm additionally offers a secure electronic planning portal that links client financial data and documents to completed plans, which supports implementation and ongoing access.

To learn more about the advisors currently working at Spinnaker Asset Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.