SPINNAKER ASSET MANAGEMENT INC.

Overview

Spinnaker Asset Management Inc. is an independent RIA focused on serving individual and family clients, with advisory services centered on financial planning and portfolio management for individuals and small businesses. The firm combines fee-based models (percentage of AUM, hourly and fixed fees) with broker-dealer and insurance brokerage capabilities, which allows it to integrate commissionable products such as annuities alongside advisory portfolios. Investment activity is weighted toward publicly available pooled funds rather than direct stock picking or concentrated single-stock positions. The firm does not identify as an active ESG investor. Spinnaker is not positioned as a capital allocator or pension consultant; instead, it manages modest-scale discretionary portfolios with an emphasis on mutual funds and other public instruments, supplemented by insurance and fixed-income solutions where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices