At Spinnaker Trust, we believe that strategic diversification and risk management are key to our clients' success. To achieve this diversification, we assess each client's assets, time horizons and individual needs and craft a portfolio that is carefully and uniquely spread across a wide horizon.

We strive not only for good investment returns but also to manage risk. Our core investment discipline relies on the Nobel Prize-winning theory known as the efficient frontier. What results are custom-tailored portfolios comprised of large-, mid- and small-cap domestic and international stocks or exchange traded funds (ETFs) and bonds. For accredited investors further diversification may be achieved through the use of our alternative investment products, which include a hedge fund of funds, a private equity fund, as well as real estate investment opportunities.

Whatever investments are right for you, we promise to be as vigilant about managing your risk as we are determined to help your wealth grow stronger.