How We Invest
Investors will face 3 challenges over the next decade
Expected returns from stocks and bonds
Geopolitical and economic uncertainty
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.
Meet Our Team
Sam Sweitzer, CFA
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.
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 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.
Susan Dell is the marketing coordinator at Anson Analytics where her work focuses on building and cultivating client relationships. Susan grew up traveling the world as an Army officer’s daughter. She continued the military life as a soldier’s wife when she met and married Patrick at Fort Monroe, Virginia. Susan has worked in various administrative positions over the years. These positions included several paid positions and numerous volunteer opportunities. However, her main pursuit has been raising and homeschooling her five children. She is passionate about building strong relationships with others and strives to help others achieve their goals. Susan loves small group Bible study, reading, walking outside at the Macey Dell Farm, watching movies and being at home with her family.
401(k) Business Development
Schelenta Allen is responsible for 401(k) Business Development at Anson Analytics. She has a BA in Psychology, emphasis in Human Resources, from University of West Georgia. She has 15 plus years working in the Human Resources field. She is married to Scott and they have lived in Peachtree City for 26 years. They have one daughter Olivia who attends Starr’s Mill High School. In her free time, Schelenta volunteers at SMHS. She enjoys traveling, gardening, shopping and watching UGA football.
Financial Analyst and Software Engineer
Saúl Delgado is a software engineer that started working for Anson Analytics in January of 2017. His work at the company ranges from keeping the website running, development of in-house financial software services, keeping databases in sync with third-party services as well the occasional IT support. He has a Bachelor’s degree in Computer Science from Universidad Mariano Gálvez in Guatemala City, graduating in 2017. He has over 13 years of experience in software development for diverse industries such as banking, financial services, manufacturing and insurance brokerage. Born and raised in Chichicastenango, a town in El Quiché department, about 100 miles northwest of Guatemala City. He relocated to the beautiful Guatemala City in Guatemala, Central America 18 years ago in order to attend university. Saul has been married to his wife Monica since 2015 and they live with their son and two dogs.
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.