Company Profile
Overview
Spinnaker Investment Group, LLC is a family-owned boutique investment firm headquartered in Newport Beach, California. Focusing on personalized financial solutions, the company provides a comprehensive array of services, including wealth and asset management, investment advising, financial planning, and retirement planning. As of July 2024, Spinnaker manages assets totaling approximately $676.8 million and serves around 973 clients. The firm is dedicated to acting as a fiduciary and offers a concierge-level experience to build long-term client relationships.
Leadership
Morgan Christen
- Position: CEO and Chief Investment Officer
- Qualifications: CFA, CFP, CDFA
- Background: Co-founded Spinnaker Investment Group in May 2016. Morgan has 26 years of experience in investment management, significantly contributing to the firm's asset growth.
Joseph Stapleton
- Position: President and Co-Founder
- Roles: Strategically leads the company, nurtures client relationships, and is active in community engagement through the Newport Beach Chamber of Commerce.
Andrew Krongold
- Position: Partner and Chief Financial Officer
- Role: Plays a critical role in investment decisions, client management, and has been key in the company's expansion.
Anthony Puma
- Position: Financial Advisor
- Background: Alumnus of California Polytechnic State University-San Luis Obispo, dedicated to financial consulting.
Nikki Wood
- Position: Client Concierge
- Role: Specializes in client services to ensure seamless operations.
Anika Wilson
- Recognition: Nominated for the Orange County Business Journal Women in Business Awards for her contributions.
Nicole Naughton
- Position: Head of Operations and Client Services
- Role: Utilizes expertise in marketing and visual communications to enhance operational efficiency.
Eric Frazier
- Position: Financial Advisor
- Role: Focuses on strategic financial planning and client engagement.
Sonny Licata
- Position: Director of Financial Planning
- Role: Expert in financial strategy and client relationship development.
Services
Spinnaker Investment Group provides a diverse range of financial services, prominently featuring:
- Financial Advisory and Planning: Customized plans targeting financial independence.
- Wealth and Asset Management: Comprehensive portfolio management with a focus on asset allocation and risk.
- Retirement Planning: Tailored solutions incorporating income streams and tax considerations.
- Investment Advice: Guidance on a broad array of investment vehicles, including securities and mutual funds.
Performance and Strategy
Spinnaker exemplifies a robust growth strategy, having effectively expanded its asset management base through sound investment strategies and a staunch commitment to client trust. The firm's innovation in investment management employs advanced analytical tools to optimize portfolios and mitigate risks. This client-centric, adaptable approach reinforces their strategic positioning in the competitive financial planning landscape.
Industry Position
Spinnaker's commitment to excellence and reliability distinguishes it in the Southern California market. Focused on personalized client engagement, the firm enjoys high levels of customer retention, elevating its industry position and competitive edge.
Professional Affiliations
Joseph Stapleton and Spinnaker Investment Group actively participate in various industry networks, emphasizing community involvement and professional collaboration. These affiliations underscore their commitment to excellence and bolster the firm's credibility in the investment sector.
Contact Information
For further engagement with Spinnaker Investment Group, visit their office at 4100 MacArthur Blvd, Ste 120, Newport Beach, CA 92660. Contact can be made via the mainline at 949-396-6700 or through email at info@spinninvest.com.
