Medford, NJ Office
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Almanack Investment Partners
Team
Firm-wide stats for Almanack Investment Partners
About
Almanack Investment Partners provides discretionary and non‑discretionary investment management and financial planning 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 supports a network of independent investment adviser representatives and offers sub‑advisory, signal‑provider and consulting services to other advisers and their clients.
The firm runs its investment strategies through a set of model asset allocation portfolios (the “Core Allocation”) that emphasize identifying primary drivers of portfolio exposures and combining them into diversified, risk‑conscious allocations, frequently using mutual funds, ETFs and separately managed accounts. Almanack may implement a range of strategies — including long and short funds, inverse and leveraged ETFs, options overlays and use of margin — and discloses potential allocations to digital assets where suitable, with periodic monitoring and the ability for clients to impose reasonable restrictions.
Almanack is notable among peers for its adviser‑managed pooled vehicles and affiliated private fund platform: it serves as adviser or general partner to Almanack Alpha Fund, LP, Almanack Opportunities Fund, LP and the Almanack Opportunities Offshore Fund SPC, including mini‑master and series structures and fund‑of‑fund strategies. Those structures can involve layered fees and performance‑based compensation (e.g., incentive allocations or carried interest under Rule 205‑3), the firm manages pooled vehicles alongside managed accounts, and it is affiliated with Gadsden LLC which manages an affiliated ETF (GDMA), arrangements the brochure identifies as creating potential conflicts of interest.
Based on Almanack Investment Partners
Expertise
Based on Almanack Investment Partners
Location
400 Stokes Road
Medford NJ 08055
Advisors at this office
3
Advisors at this office
Samuel B
Series 63, Series 66
Medford, NJ
Almanack Investment Partners
Samuel Bridgers III is a financial advisor with Almanack Investment Partners holding Series 63 and Series 66 credentials and 42 years of industry experience. His prior work includes roles at Redwood Wealth Management Group, Bridgers Wealth Management, Purshe Kaplan Sterling Investments, and VSR Financial Services. Outside of advising, he holds a life insurance agent license and places term life policies for clients. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a Core Allocation model approach to build diversified, risk-conscious portfolios and manages adviser-led pooled vehicles and private funds alongside managed accounts.
William M
ChFC®, Series 63, Series 65
Medford, NJ
Almanack Investment Partners
William Merriken Jr. is a ChFC® with 35 years of experience in the financial services industry. He is affiliated with Almanack Investment Partners and has worked with Merriken Financial Group, Inc. since 1982, where he provides planning and insurance services. Merriken has also been associated with Bridgers Schill Wealth Management, LLC and Purshe Kaplan Sterling Investments since 2016. Almanack Investment Partners offers discretionary and non-discretionary investment management and financial planning to individual and institutional clients, utilizing model asset allocation portfolios that emphasize diversified, risk-conscious strategies. The firm is also known for its adviser-managed pooled vehicles and affiliated private fund platform, including several fund structures with performance-based compensation elements.
Michael Y
Series 66
Medford, NJ
Almanack Investment Partners
Michael Young Jr. is a financial advisor at Almanack Investment Partners with seven years of industry experience. He holds the Series 66 designation and has worked previously at Redwood Wealth Management Group, Purshe Kaplan Sterling Investments, New York Life Insurance, and LPL Financial, among others. Almanack Investment Partners provides investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes model asset allocation portfolios focused on diversified, risk-conscious strategies and manages adviser-led pooled vehicles and private funds.
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