InvestmentsSpinnaker Investment Group Growth Spurs Move to Expanded Newport Beach Headquarters

Firm Surpasses $300 Million in Assets Under Management
FintecBuzz FintecBuzz1 week ago1134 min

NEWPORT BEACH, CA – JUNE 6, 2019 — Spinnaker Investment Group LLC, a privately owned, boutique investment firm, has expanded and relocated its headquarters to the Koll Center Newport campus in Newport Beach. The companys new address is 4100 MacArthur Blvd. Suite 120, in Newport Beach CA 92660, and its office phone number remains (949) 396-6700.

“Spinnakers steady growth and continued focus on providing a first-rate client experience were major factors in our decision to move to larger, more efficient office space,” said Morgan Christen, CEO and Chief Investment Officer for Spinnaker. “Our new address affords our clients the convenience of surface parking, our walk-up location on the first floor saves them time, while having more space allows us to host clients for educational conferences and events,” he said.

Christen founded Spinnaker Investment Group in May 2016 with company President Joseph Stapleton. According to Stapleton, the Koll Center Newport location offers an integrated campus with amenities that further enhance the Spinnaker client experience. “Being next door to the Pacific Club significantly adds to our options for hosting clients and organizing events,” he said.

Together, Christen and Stapleton have built a thriving firm with key leaders such as Andrew Krongold, Vice President of Investments, who are principally focused on providing the best client service possible. According to Krongold, Spinnaker has grown steadily since its launch and now has more than $300 million in managed investments. “Our service resonates with our clients, because we advise them just as a CFO would advise a business, providing consistency and helping to prepare for stages in their lives,” Krongold said.

An independent practice that does not represent a specific company, bank or Wall Street institution, Spinnaker confidently and autonomously advises clients with individually tailored financial strategies designed to achieve financial independence. Spinnakers services include Financial Planning, Wealth Planning, Retirement Planning, Asset Management, Securities and Insurance. Spinnaker serves a broad customer base throughout Southern California, along with many clients across the United States.

About Spinnaker Investment Group, LLC:
Spinnaker Investment Group, LLC is a privately owned, boutique Investment Company that cares deeply about its clients and is committed to helping them realize their financial independence. The companys mission is to deliver the highest level of comprehensive wealth management service, helping customers achieve their financial goals and ultimately establish a safe, secure future. With more than 30 years of combined investment experience, the Spinnaker team supports this mission by providing expert financial planning, wealth planning, retirement planning, asset management, securities and insurance. For more information, visit www.SpinnInvest.com.

Media Contact:
Phil Vandermost
KCOMM
949.289-3632

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