A complete list of active advisors currently associated with Almanack Investment Partners

Warmer can help you find a great advisor at Almanack Investment Partners or one who fits your needs even better.

Almanack Investment Partners provides investment management, financial planning, and consulting to a mix of individual and institutional clients, including high‑net‑worth individuals, trusts, estates, charitable organizations and state or municipal entities. The firm also delivers platform and back‑office support to independently owned investment adviser representatives (IARs), offers sub‑advisory services, and acts as a signal provider to third‑party advisers and participants in wrap fee programs. The firm’s investment process centers on model asset‑allocation portfolios (the “Core Allocation”) that combine index‑based exposures into diversified, risk‑conscious portfolios and are monitored and rebalanced on an ongoing basis. Almanack implements strategies through separately managed accounts, mutual funds, ETFs (including an affiliated ETF), and, where appropriate, private funds or exchange‑traded products that may include digital assets, and it may employ derivatives, inverse/levered funds or borrowing in certain separately managed accounts. Compared with many team firms, Almanack sponsors and advises multiple affiliated pooled vehicles (Almanack Alpha Fund, LP; Almanack Opportunities Fund, LP; and Almanack Opportunities Offshore Fund SPC) and may receive performance‑based compensation and layered fees tied to those funds, a practice the brochure discloses can create side‑by‑side conflicts of interest and “two levels” of fees. The firm, which reports roughly $946 million in regulatory assets under management and an 11‑advisor team, also discloses advertising of hypothetical and performance results, the use of testimonials and endorsements, educational seminars/workshops, and an affiliation with another adviser that manages an ETF — all features that are less common among peers.

To learn more about the advisors currently working at Almanack Investment Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.