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

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.

Bonding with your portfolio

Nearly all investors realize the importance of diversification to the investment process. Many may not be as familiar with the importance of asset allocation— dividing your portfolio into the appropriate mix of stocks, bonds, and cash. Although assets can also include real estate (homes, vacation homes, and rental […]

All about inflation: Your purchasing power in retirement

You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let’s explore. In simple terms, inflation is defined as an increase in the general level of […]

Your changing definition of risk in retirement

During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future results. What occurs with many retirees is […]

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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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