You have built your wealth with integrity and diligence
We exist to merge values with investments to create a meaningful portfolio
Since 2002, Anson Analytics has provided holistic, client-centered wealth management and outsourced chief investment officer services.
What sets us apart is our unwavering commitment to our core beliefs: Aligning values with invesments, ensuring clients retire with dignity, prioritizing risk management over chasing returns, and making a meaningful impact.
We build values-based portfolios for families, foundations, and pension plans. These portfolios are grounded in years of academic research.
Why Choose Us?
Purpose before Profit
We exist to serve you. We have thrived by pursing a truly Client-Centered approach: In our firm, purpose preceeds profit.
Seasoned Portfolio Management
With over 50 years of combined investment experience, our portfolio managers have weathered numerous market cycles and economic environments
Values-based Investments
We can implement numerous positive and negative screens to exclude investments that do not align with your values. We are a leader in this area.
Extensive access to Private Investments
We have access to numerous private equity, private real estate, and private debt funds.
We integrate these investments with traditional stock & bond portfolios for qualified clients.
Holistic and Comprehensive Wealth Management
We integrate estate planning, tax planning, and investment management into a unified approach to wealth management.
Academic Research
We employ the same methods as some of the largest endowments and pension plans in the country. Our portfolio construction is deeply grounded in academic research.