A complete list of active advisors currently associated with Spinnaker Investment Group, LLC

Warmer can help you find a great advisor at Spinnaker Investment Group, LLC or one who fits your needs even better.

Spinnaker Investment Group is a team-based registered investment adviser with approximately $1.07 billion in assets under management and eight advisors serving roughly 900 clients. The firm provides financial planning, discretionary wealth and portfolio management, and retirement plan consulting for individuals, trusts, estates, charitable organizations and corporate/business clients, and it will advise on held-away investments such as variable life insurance and annuity contracts. The firm typically allocates client assets among mutual funds and ETFs and may use individual equity and fixed income securities, combining fundamental and macro analysis within a market-efficiency framework that emphasizes asset allocation and behavioral guidance; accounts are monitored on an ongoing basis with regular reviews. Spinnaker uses third-party platforms and services (including Envestnet/Tamarac and Altruist) and offers access to tools such as Wealth.com for estate-document coordination, while also recommending or facilitating alternative investments including private placements, real estate DSTs, REITs and assistance with 1031 and IRC 721 exchanges for accredited investors. Noteworthy features relative to peers include the firm’s affiliation with an insurance agency and multiple supervised persons who are licensed insurance agents, its capacity to work with assets held inside insurance products, and an explicit disclosure that it serves insurance company clients—an uncommon client type for firms in this category. The brochure also discloses acceptance of certain issuer-sponsored payments and the firm’s approach to charging advisory fees on private funds, DSTs and similar holdings, with related conflict-of-interest disclosures and procedural safeguards.

To learn more about the advisors currently working at Spinnaker Investment Group, LLC, 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.