How does the advisor help clients – Key Takeaways:
SPINNAKER ASSET MANAGEMENT INC. is a trusted and experienced financial advisor that provides a range of services to help clients achieve their financial goals. They offer personalized solutions, using their expertise and knowledge to guide clients towards making sound financial decisions.
- The advisor offers a variety of financial services, including investment management, retirement planning, and risk management.
- They cater to a diverse range of clients, including individuals, families, and businesses.
- SPINNAKER ASSET MANAGEMENT INC. ensures full transparency and discloses all information to clients, helping them make informed decisions.
Facts and Insights:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered:
- Investment Management: SPINNAKER ASSET MANAGEMENT INC. helps clients make informed investment decisions by developing personalized strategies tailored to their risk tolerance and financial goals.
- Retirement Planning: The advisor assists clients in planning for retirement, from setting goals to creating a retirement income strategy to ensure a secure and comfortable retirement.
- Risk Management: They identify and analyze potential risks and develop strategies to mitigate them to protect their clients’ investments.
Client Types:
SPINNAKER ASSET MANAGEMENT INC. caters to a wide range of clients, including:
- Individuals
- Families
- Small Business Owners
- Corporations
- Non-profit Organizations
Fees & Compensation:
SPINNAKER ASSET MANAGEMENT INC. is a fee-only advisor, meaning they do not receive any commissions or other compensation from third parties. The advisor’s fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients’.
Background:
SPINNAKER ASSET MANAGEMENT INC. was founded in 2006 by with the goal of providing comprehensive and personalized financial planning and investment management services. The firm has grown to a team of 10 experienced advisors, managing over $500 million in assets under management.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SPINNAKER ASSET MANAGEMENT INC. is bound by fiduciary duty, meaning they are legally required to act in their clients’ best interests. The advisor ensures full transparency by disclosing any potential conflicts of interest or fees to their clients, allowing them to make informed decisions regarding their finances.