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.

From Our Blog

Insights and Commentary from Anson Analytics

Anson’s Quarterly Planner | January 2022

The stock market kicked off the fourth quarter with a powerful rally in October and added to those gains into November until investors were blindsided by news of the emergence of a new COVID-19 variant, Omicron.

Anson’s Quarterly Planner | October 2021

Overcoming rising Delta variant infections, a slowing economic expansion, and growing inflation worries, stocks raced through the course of the first two months of the third quarter …

Anson’s Monthly Planner | September 2021

Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs during August.

Anson’s Quarterly Planner | July 2021

The second quarter began by building on the first-quarter’s gains, with stretches of sideways trading and incremental increases that led to multiple record highs over the course of the three months.

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    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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