You have worked diligently to build your wealth.

Our disciplined investment approach can deliver solutions.

 
 
 
 
 

We Are Portfolio Management Specialists.

Discover more about our core areas of expertise.

Private Clients

Anson Analytics provides individuals, families, trusts and endowments a comprehensive range of wealth management solutions. We work with our clients to evaluate the full scope of their needs and implement only those strategies needed to meet their unique objectives.

Impact Investing

Anson Analytics offers in-depth analysis of Impact Investment opportunities for those clients distinguished by their intention to address social and environmental challenges through their deployment of capital

Corporate

We offer comprehensive investment consulting for companies and plan sponsors who take their fiduciary role seriously and genuinely want a better retirement plan for their employees.

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    From Our Blog

    Insights and Commentary from Anson Analytics

    Anson Update | March 18, 2020

    Every month, we combine the latest information about the economy as well as updates from our office at Anson Analytics.

    Anson Update | March 17, 2020

    Every month, we combine the latest information about the economy as well as updates from our office at Anson Analytics.

    Anson’s Monthly Planner | Q4 | December 2019

    Every month, we combine the latest information about the economy as well as updates from our office at Anson Analytics.

    Anson’s Quarterly Planner | Q4 | October 2019

    In this July recap:
    July was a positive month for stocks and a notable month for news impacting the financial markets.

    How can we help?

    We exist to serve you. Let us know how we can help.

      Anson Analytics provides financial advisory and consultancy services. We manage financial assets for individuals and provide investment consultation to both individuals and institutions. We also offer consulting services to retirement plans. We research and provide due diligence on private funds for accredited investors including Regulation D funds, private securities, and other derivatives.

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      Sam Sweitzer of Anson Analytics is a Chartered Financial Analyst
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