Investment Management

Asset allocation, portfolio diversification, risk analysis

At Spinnaker Trust, we recognize the power of compounding wealth through the ownership of equities.  But strategic diversification, both within equity allocations and through other asset classes, is a critical component of a well-diversified, comprehensive investment program.  We begin by getting to know you, your risk tolerance, investment time horizon, tax, gifting, estate and philanthropic plans, your goals and dreams – and your values.

Once we understand the complete picture, we are able to design strategic asset allocations that align with your situation.  To that end, we offer multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by us.  We maintain a particular expertise in the management of private investment funds investing in commercial real estate properties, having successfully managed several dedicated funds on behalf of clients.  We also employ extensive expertise in private equity, renewable energy and other specialized investments on behalf of clients.

Across all of our strategies, we bring consideration of Environmental, Social and Governance (ESG) factors into play with a particular emphasis on sustainability as a key risk factor.  We even offer a fossil fuel free portfolio for clients who desire the clear commitment to sustainability represented by such a portfolio. 

Our investment team includes multiple Chartered Financial Analysts, MBA’s and alumni of some of the finest money management firms in the United States. They focus exclusively on Spinnaker’s portfolio strategies and the selection and monitoring of third party firms used by Spinnaker.  This represents one of the great strengths of Spinnaker Trust.