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

Eight Mistakes that can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no […]

Anson’s Monthly Planner | Q3 | August 2019

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

Benchmarking Fees for 401(k) Plans [Updated for 2019]

Fee transparency has become a major focus of the Department of Labor in recent years

The Good, the Bad and the Ugly of the SECURE Act

Investors need to remain aware of the macro-trend lines when it comes to employment, housing, and manufacturing.

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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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