Our mission is to provide investment management services to clients desiring a discretionary advisory relationship. It is our purpose to serve our clients in a manner that we, ourselves, would like to be served and to promote trust. Custody of client assets, asset movement, account statements is provided by a firm that is separate and apart from Spinnaker Asset Management Inc.
Our interest, and our promise, is to articulate investment strategies in a clear and concise way. Our management philosophy applies to all individuals and corporate retirement plans; from the successful business executive, to the creative entrepreneur, and especially toward those who seek independent-minded, contrarian oriented investment managers.
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