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Spinnaker Investment hits half-billion in managed assets

Spinnaker Investment Group LLC, a leading privately owned investment management firm based in Newport Beach, announced its current assets under management now exceed $500 million. Less than six years since its launch, the firms approach to reinventing traditional investment management has resulted in rapid client and investment growth, said Morgan Christen, CEO and Chief Investment Officer.

Spinnaker Investment hits three

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Courtesy of Spinnaker Investment Group

(L-R) Spinnaker leadership team of Joe Stapleton, president; Morgan Christen, CEO and Andrew Krongold, vice president

“The half-billion AUM mark is an important milestone for Spinnaker Investment Group,” said Christen, who founded the firm with President Joe Stapleton in 2016. “Our rapid growth validates our vision of a high-tech, high-touch boutique investment firm offering the same capabilities of a large bank or financial institution but with concierge-level personalized service.”   

Christen added that, on the strength of its growth in assets under management and its in-house team, the firm has been recognized for the previous three consecutive years in the Orange County business media as one of the region's fastest-growing private companies of any category.

“At Spinnaker, we have maintained a singular focus on delivering a first-rate client experience,” said Joe Stapleton, the firm’s president and co-founder. “We have prioritized investment in our business to customer-facing areas such as our concierge team, our client web portal and suite of tools that offers our customers a dashboard to their finances.”

The firm also recently launched its independent Spinnaker Tax Group subsidiary further illustrating the firms commitment to providing end-to-end customer service in the way a CFO would advise their organization. 

Spinnaker Investment Groups services include financial planning, wealth planning, retirement planning, asset management, securities and insurance. 

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