Wayne, PA Office

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.