A Principled Approach To Investing.
PRINCIPLED Motivation
PRINCIPLED Position
PRINCIPLED Implementation
PRINCIPLED Motivation
Opportunity
Anson is driven by a core belief that every individual should have the opportunity to retire with dignity. We intentionally serve corporate retirement plans as our primary client in order to scale our reach and share expert financial advise and management to as many people as possible.
Responsibility
Having been privileged to pursue the highest level of credentialed financial education available to the market, Anson recognizes the accompanying responsibility to use that knowledge for the common good. We therefore strive to be an accesssible resource for watchful investment management and disciplined financial stewardship.
Legacy
As members of an industry with significant power to impact individuals on a global scale both in this generation and in many to come, Anson is devoted to preparing our clients for the future through a long-term perspective and an awareness of the multi-generational impact on their investment decisions.
PRINCIPLED Position
Independent
Anson is a privately-held, independent advisory firm, so our advice is not influenced by a corporate parent or third-party relationships. We are free to choose the right solutions for our clients regardless of the source. We always put our clients first.
Fee Only
As a fee-only financial advisory firm, Anson does not accept commissions or referral fees from third-party service or product providers. We are paid solely by our clients for unbiased advice and we are focused on the single objective of selecting the best investments for our clients portfolios. We provide full transparency and disclosure.
Fiduciary
As a fiduciary, we act in our clients’ best interest and make recommendations accordingly. Our entire philosophy of business is based on trust. We believe that the best way to serve our clients is to know them personally and walk beside them as a member of their team. As certified professionals, we subscribe to the highest ethical standards.
PRINCIPLED Implementation
Research
Effectively managing wealth requires technical knowledge of global and domestic markets, macro and micro economics, as well as the ability to create a diverse portfolio of investments. As highly credentialed professionals, we base our investment strategies on extensive research and market knowledge.
Methodology
Our systematic approach to making investment decisions uses mathematical or statistical models to evaluate data on the fundamental value, risk, liquidity and momentum of thousands of individual securities, entire asset classes and countries.
Benchmarked Excellence
As a privately owned Independent advisory firm, our clients can have a personal one-on-one relationship with their portfolio manager. Yet they also benefit from our employment of disciplines similar to some of the largest endowments and pension funds in the world.
Years
Thousand Funds
Million Dollars
Mission
Anson Analytics is an independent advisory firm dedicated to providing comprehensive investment counsel to Institutions, Individuals, Families and Trusts. We consult on over $175 million in Corporate 401(K) and Defined Benefit Plan assets and manage approximately $95 million in Private Client assets.
Our significant industry experience and conflict-free business model deliver clear benefits to our clients. We are committed to providing long-term, consistent and well-researched investment advice and help every client feel more secure about their future.
Samuel J. Sweitzer, CFA
Founder and President of Anson Analytics
Mr. Sweitzer earned an MBA in finance from the Owen School at Vanderbilt University in 2001. Previously, he earned his Bachelor of Arts in English and Economics from Milligan College in 1992 magna cum laude. Before entering investment management, Mr. Sweitzer was a Commissioned Officer in the Tennessee Air National Guard and U.S. Air Force Reserves and flew a Boeing C-17 for the 317th Airlift Squadron out of Charleston SC. Mr. Sweitzer is married with two daughters.