You have worked diligently to build your wealth.

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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

Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths It seems high time to dispel some of these misconceptions. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.   “When I’m retired, I won’t really have to invest anymore.” Society still […]

Are Second Mortgages Still a Good Idea After the Tax Changes?

Are Second Mortgages Still a Good Idea? If you’ve been looking into a second mortgage, there’s a good chance you’ve received outdated advice. That’s because the tax changes effective beginning in 2018 eliminate some deductions for second mortgage interest and make second mortgages less attractive in some situations. […]

Can Socially Responsible Investing Be Both Good and Profitable?

Is a “Socially Conscious” Portfolio Sustainable? Is it possible to make money as a company or an investor and at the same time be environmentally, socially and corporately responsible? While the bottom line still reigns supreme, the idea of investors taking a negative screen of their portfolio is becoming […]

Security Concerns When Storing Data in the Cloud

How secure is your data when it’s stored in the cloud?   As cloud storage becomes more common, data security is an increasing concern. Companies and schools have been increasing their use of services like Google Drive for some time, and lots of individual users also store files […]

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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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