Almanack Investment Partners, LLC.
Almanack Investment Partners, LLC is a registered investment adviser headquartered in Wayne, Pennsylvania. Founded in 2015 as a Delaware limited liability company, it offers investment management and advisory services—including model asset allocation portfolios, financial planning, and consulting—to both individual (including high net worth clients) and institutional clients in the U.S. and serves some institutional and adviser clients as a sub-adviser. The firm is principally owned by Gadsden Group Holdings, LLC and employs around 22 people.
Investment Strategy
Almanack Investment Partners provides investment management through model asset allocation portfolios tailored to varied investment goals, called Core Allocations. It constructs and manages portfolios for a wide range of clients—from individuals to institutions—focusing on diversified asset allocation based on each client's investment objectives and risk tolerance. The firm also offers related financial planning and consulting, and, when requested, provides sub-advisory services for other investment advisers. Each portfolio is designed to match a specific objective, seeking to balance growth, income, and capital preservation depending on client needs.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VZ | VERIZON COMMUNICATIONS INC | 6.37% | $41.2M | 936,581 | $39.40 | $43.95 | +$609.4K |
S SGOL | ETFS GOLD TR | 5.99% | $38.7M | 1,051,679 | $24.96 | $36.81 | +$13.7M |
S SCHX | SCHWAB STRATEGIC TR | 4.65% | $30.1M | 1,141,616 | $17.80 | $26.34 | +$1.2M |
F FNDE | SCHWAB STRATEGIC TR | 3.86% | $25.0M | 690,191 | $29.91 | $36.16 | +$5.2M |
S SGOV | ISHARES TR | 3.38% | $21.8M | 216,734 | $100.34 | $100.70 | -$4.7M |