Spinnaker Investment Group

The Journey to Better Investing Starts With a Single Step

Through Spinnaker Investment Group’s diverse array of expertise, financial managers and portfolios,
we aim to help you gain the financial independence and earnings that you desire.

Goal-Based Investing

Each client has different goals that they need to meet. Instead of lumping every goal into a single investment, we focus on investing money in ways that satisfy each objective in order to help design an investment portfolio that is tailored for you.

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Portfolio Vigilance

Your needs are constantly changing, and your portfolio should be adjusted to match. Throughout the investment process, we continuously monitor, assess and adjust portfolios aiming to achieve the optimal results.

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Financial Independence

Each investor is unique, so Spinnaker Investment Group works one-on-one with investors to promote financial health. We work to bring you the financial results you need to be confident, happy and secure.

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The Journey to Better Investing Starts with a Single Step

You work because you have to, but what if there was another way? By harnessing the power of your investments, you can develop a portfolio that allows you to work because you want to and feel passionate about your job. From saving for college to retirement investment, Spinnaker Investment Group works to help you reach your financial goals. All it takes is the first step of reaching out and getting information. Afterward, our financial advisers will guide you through the rest of the journey.

The Path to Asset Allocation

You have a mixture of short-term and long-term goals that you need to achieve. In the short term, you may want to save for a new property, plan a vacation or have access to an emergency fund. Over the long term, investors need to save for retirement, their child’s college education and other financial goals. At Spinnaker Investment Group, our goal is to help you meet all of your financial goals. We work with you to determine the best asset allocation for stocks, bonds, cash and savings.

The Next Step: Portfolio Development & Management

The financial markets are constantly changing. Whether it is an economic crisis in Europe or a bull market, you need a portfolio that can weather the changes in the marketplace. At Spinnaker Investment Group, we do not just pick stocks. We carefully select a blend of investments that balance your unique risk tolerance, funding and goals. For short-term goals, we use low-risk stocks and bonds. Longer goals like saving for retirement can handle the daily ups and downs of the marketplace, so long-term goals can have a higher risk tolerance. As your needs change, we adjust your portfolio. No one can predict how the markets will change or grow, so we make sure that your investments are divided across multiple sectors.

Remaining On Course: Risk Management

Risk management is the key to ensuring your portfolio reaches its goals. We constantly strive to rebalance your portfolio and investments to accommodate your changing needs. Each Investment Advisor Representative at Spinnaker Investment Group is constantly monitored through internal reviews to ensure that they meet the highest level of standards and success. Through this process, we weed out any managers that are underperforming and restructure investments for optimal performance.

Take the Emotion Out of Investing

No matter what your goals are, Spinnaker Investment Group can help. We have years of experience in helping our clients to manage their financial goals, needs and desires. Whether you are saving to buy a real estate property or want money for your child’s education, we can help you take the first step on your journey. With our managers, you can develop a customized portfolio and financial goal plan. We take the emotions out of investing so that you can achieve the financial independence and stability that you need.

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About Us

Through sound financial planning, you can improve your investment decisions, lifestyle and financial wellness.

Spinnaker Investment Group
4041 MacArthur Blvd, Ste 475
Newport Beach, CA 92660

Call Us 949.396.6700
info@spinninvest.com
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