Almanack Investment Partners

Almanack is a professional wealth management and advisory firm that caters to a diverse clientele, including individuals, financial advisors, family offices, and institutional investors. The firm operates in the wealth management sector, providing services that emphasize building balanced portfolios with a focus on both growth and downside protection. Almanack's business model revolves around offering advanced risk management strategies, which are a key differentiator in their approach. By leveraging decades of experience and insights from leading endowments, foundations, and academics, Almanack aims to bring best investment practices to a broader audience. The firm supports independent advisors across numerous team practices, serving clients ranging from new investors to complex family offices globally. Almanack's revenue is generated through advisory fees and portfolio management services. The firm places a strong emphasis on investor education, recognizing it as a crucial factor in achieving long-term investment success. This educational focus helps clients make informed decisions, reducing the impact of emotional biases on investment outcomes. Keywords: wealth management, advisory, balanced portfolios, risk management, financial advisors, institutional investors, growth, downside protection, investor education, diversification.