Client Login    

Call us: (401) 884-3210

Close up photo of boat in the water showing speed

Spinnaker Asset Management provides VIP class, individual financial planning and professional investment management services with more diversification, liquidity, and active consultation than is normally available to individual investors.

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.