Almanack
Mike has been providing clients with investment advisory and retirement planning services for the past 30 years. Throughout his career, he has worked for national investment institutions as well as regional investment firms and banks. Understanding clients needs and goals, and the continuous refinement, is paramount to having a successful client/advisor relationship. At Almanack, Mike is able to combine the investment teams portfolio management strengths with his years of planning and advisory experience. The combination produces a refined, quality and successful client experience.
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Almanack
Almanack Investment Partners, LLC (AIP) is an institutional investment consulting and financial advisory firm. Located in Wayne, Pennsylvania. They provide asset management, investment advisory, and consulting services to institutions, family groups, and independent financial advisors.