Almanack Investment Partners, LLC Information

Almanack is a professional wealth management and advisory firm serving individuals, financial advisors, family offices, and other institutional investors. Our wealth management framework is designed to combine the best practices of many of the world’s most successful investors and bring these ideas to a broader audience. We’ve built this knowledge over decades working with leading endowments, foundations, academics, and other thought leaders. Almanack supports teams of innovative advisors on the ground and behind the scenes, so that they can focus on what matters most. For Investors we provide: - Bespoke portfolio risk and benchmarking analysis - Investment model strategies - Dynamic risk management & portfolio rebalancing - Investment education and market commentary For Advisors we provide: - Proposal and new business support - Portfolio analytics - Compliance oversight - Back-office operations and administration - Cashiering and trading support