How We Invest
Investors will face 3 challenges over the next decade
Lower
Expected returns from stocks and bonds
Increased
Geopolitical and economic uncertainty
The Need
For income and stability from their portfolio
Our Investment Framework
We believe that measuring and managing risk is far more important than chasing returns. We are not market timers, nor are we trying to “beat the market.” Instead, we build well-researched, broadly diversified portfolios with an emphasis on controlling investment costs and reducing overall volatility.
Research
Objective, thorough
Invest
Methodical, purposed
Persist
Intentional, disciplined
Harvest
Timely, planned
Meet Our Team
Sam Sweitzer, CFA
Managing Principal
Sam Sweitzer founded Anson Analytics in 2002 and is a Chartered Financial Analyst (CFA). Sam has served as an analyst for the private equity group GCI in Chicago and has researched numerous investments in a variety of industries. He has also served as a Portfolio Manager for Derbend Asset Management, co-managing over $100 million in assets. Before entering investment management Sam was a Commissioned Officer in the Tennessee Air National Guard and U.S. Air Force Reserves. He completed Air Force Pilot Training in 1995 and flew Boeing C-17 for the 317th Airlift Squadron out of Charleston SC. Sam Sweitzer has an MBA in finance from the Owen School at Vanderbilt University (2001) and a Bachelor of Arts in English and Economics from Milligan College (1992 magna cum laude). Sam has been married to Kathryn Sweitzer since 2002 and they have two daughters, Anna and Kate. Together, they have worked with numerous organizations, including YoungLife, C12 Group, Partners Worldwide, and Heart for Honduras. Mr. Sweitzer is also an active impact investor, finding and vetting investments that improve the lives of those living in poverty. His current and past investment projects have been in a broad array of countries, including Zambia, Mozambique, South Africa, Zimbabwe, Honduras, and Nicaragua.
Pam Gibson
Accredited Investment Fiduciary
Pam Gibson came to Anson Analytics in March of 2013. She works primarily with our 401(k) participants providing individual meetings, employee education, and gaining enrollments. She has a B.S. in Computer Science, emphasis in finance, from LSU-Shreveport, graduating cum laude in May of 1995. Pam has completed Accredited Investment Fiduciary training and understands the gravity of helping someone with their financial decisions. She does not take her work lightly and through the Fi360 training she has put in the time and effort to study the best practices for putting the interest of the client first. Pam is married to Eric (who let’s Anson Analytics manage his 401(k) account!) and they have a daughter named Meghann who attends graduate school at Georgia Southern University. In her free time Pam enjoys teaching adult Sunday school classes at Trinity Fellowship Church in Sharpsburg, GA.
Kristin Vano
Office Manager
Kristin has lived in Peachtree City for 22 years and keeps Anson Analytics running through the day to day operations of the firm. She takes care of portfolio monitoring/balancing, quarterly billing, new client operations, and enhancing our client relationships. She loves learning new things and helping people, and finds her depth of responsibilities to be challenging and meaningful. She has a BS in Marketing from Auburn University, and a MS in Counseling Psychology from Georgia State University. Kristin is married to Dan and they have 3 daughters, 2 in college. In her free time, she enjoys running and learning to play golf.
Jennifer Rinkenberger
Attorney
Jen Rinkenberger has become a lifelong learner and educator. She studied mathematics and graduated from Bethel University in 1999. Jen has taught high school for 20 years and continues to teach AP Calculus part time at Trinity Christian School. In 2014, she earned her master’s degree in Math Education from Georgia State University allowing her to teach and write college course for Point University.
Jen joined Anson Analytics in 2022 to assist clients in financial planning and thinking about their future.
In May of 2023, Jen graduated from Georgia State University College of Law with her Juris Doctorate and has been admitted to the Georgia Bar to practice law. Through her law firm, she also enjoys assisting clients in planning for the future by creating estate plans that ensure their family, goals, and assets are protected. Jen enjoys consulting with clients to determine their needs and to prepare documents such as wills, trusts, powers of attorney, and health care directives.
Jen and her husband Dale were married in 2002 and they have two adventurous teens, Wil and Gennevieve who love playing soccer and volleyball. When Jen is not cheering from the sidelines, she loves to read and exercise at CrossFit.
Misti Bonduris
Misti Bonduris joined Anson Analytics in January of 2023. Prior to joining our team, she worked
as the Human Resource and Office Coordinator at Georgia Dental Laboratory for 20 years. She
managed their 401(k) and Cash Balance plans as well as handling employee benefits and
payroll. Prior to Georgia Dental Laboratory, Misti worked at the Center for Disease Control
where she researched blood disorders related to hemostasis and genetic mutations. Misti
graduated from Auburn University in 1997 with a bachelor’s degree in Microbiology.
Misti is a long-time resident of the Atlanta area. She has been married to her husband, Chris
for 23 years and they have two sons, Will and Jacob. Will is currently studying Biomedical
Science and Finance at Auburn University. Jacob will join his brother at Auburn University in
the fall of 2023 and study Finance. In her free time, Misti enjoys spending time with family,
volunteering at church, playing tennis and pickleball, walking her dog Milo and relaxing at the
lake or beach.
Bear
The Dog
Bear, the Director of Barketing, is an integral part of operations at Anson Analytics. He makes our guests feel welcome and cared about, and is always willing to eat the leftovers you might forget about on your desk. He is great at client relations and is ready for a firm handshake (if given the right incentive). Though he has been known to fall asleep on the job we are proud to consider Bear our official office dog.
Our Guiding Beliefs & Values
The "Why?" Behind Our Every Decision.
Every person deserves the chance to retire with dignity.
We are honored to serve individuals, families, and corporate retirement plans. We want to be a strategic asset for you and we pledge to be here for the long term.
Measuring and managing risks is far more important than chasing returns.
Far too many investors fail to understand or contemplate risk. We choose to take the right risks based on the best research.
Making a difference.
We see this as a mission, not just an operation. This mindset impacts every decision we make.
Our advice is backed by academic research and analysis
Our portfolios are founded on years of firsthand experience over many economic cycles. Our advice is backed by academic research and analysis so that you get empirically-grounded solutions from a firm that is determined to make the best decisions for your portfolio.
