Spinnaker Investment Group, LLC
Spinnaker Investment Group, LLC is a registered investment adviser headquartered in Newport Beach, CA. Founded in the mid-2010s, Spinnaker provides wealth management, investment advice, retirement planning, and holistic financial solutions to individuals, high net worth clients, pension and profit sharing plans, charitable organizations, and insurance companies. The firm emphasizes a 'Personal CFO' model, offering a boutique, concierge experience and fiduciary services. Spinnaker has approximately 10 employees, with the majority working in investment roles, and serves a broad array of U.S.-based clients.
Investment Strategy
Spinnaker Investment Group’s investment approach centers on personalized, goals-based asset allocation, integrating a diverse mix of stocks, bonds, cash, and alternative assets tailored to each client’s unique financial objectives and risk profile. The firm conducts a detailed analysis of both intermediate and long-range goals before assembling customized portfolios. Spinnaker integrates ongoing communication, proactive adjustment of strategies as client needs evolve, and fiduciary best practices, focusing on effectiveness, long-term growth, and preservation of wealth within a ‘Personal CFO’ framework.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 20.72% | $110.2M | 2,408,851 | $33.85 | $45.76 | +$20.8M |
D DGRW | WISDOMTREE TR | 10.29% | $54.7M | 615,340 | $66.16 | $88.96 | +$8.8M |
S SCHD | SCHWAB STRATEGIC TR | 9.46% | $50.3M | 1,843,388 | $26.22 | $27.30 | +$7.5M |
D DFAI | DIMENSIONAL ETF TRUST | 8.05% | $42.8M | 1,178,276 | $29.34 | $36.35 | +$7.1M |
M MSFT | MICROSOFT CORP | 6.34% | $33.7M | 65,121 | $411.81 | $517.95 | +$1.9M |