Our mission is to provide investment management services to clients desiring a discretionary advisory relationship. It is our purpose to serve our clients in a manner that we, ourselves, would like to be served and to promote trust. Custody of client assets, asset movement, account statements is provided by a firm that is separate and apart from Spinnaker Asset Management Inc.
Our interest, and our promise, is to articulate investment strategies in a clear and concise way. Our management philosophy applies to all individuals and corporate retirement plans; from the successful business executive, to the creative entrepreneur, and especially toward those who seek independent-minded, contrarian oriented investment managers.
Who We Are
Spinnaker Asset Management Inc. is a registered investment advisor whose purpose is to actively manage client investible assets. Spinnaker manages these resources by directing client assets into positions similar to those contained within a narrowly defined model portfolio whose investment objectives are compatible with the client. Model portfolio composition and content are periodically adjusted according to market conditions as expressed by economic trends, market/sector/group valuation, individual issue fundamental metrics, and various technical measures of price and volume trends.