Almanack Investment Partners, LLC

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

网站

https://www.almanackip.com/

Almanack Investment Partners, LLC的外部链接

所属行业

投资管理

规模

11-50 人

总部

Wayne，PA

类型

私人持股

创立

2015

领域

Chief Investment Officer Services、Risk Management、Investment Research、Capital Markets、Private Wealth Management、Wealth Management、Family Office、High Net Worth Investing、Alternative Investments、Asset Allocation、Exchange Traded Funds、Equities、Fixed Interest、Downside Protection、Risk Analysis、Chief Investment Office、Financial Advisor、Financial Planning、Multi Family Office、Multi-Generational Wealth、Investable Asset Management、Estate Planning和Tax Efficient Investing