Anson Analytics

Anson Analytics, operating as Anson Capital, Inc., offers personalized investment advisory services from its base in Tyrone, Georgia, since 2004. The firm's principal owner is Samuel Sweitzer. Services include Portfolio Management, Separately Managed Account (SMA) Services, Model Portfolio Provider (PMP) Services, Financial Planning, and Pension Consulting. Portfolio Management can be discretionary or non-discretionary, with fees based on a percentage of assets managed. The minimum account size for Portfolio Management is $500,000. SMA Services require a minimum account size of $100,000, with an annual fee of 1.00%. PMP Services are offered to unaffiliated RIAs and TAMPs. Financial Planning services are available at an hourly fee of $265. Pension Consulting services range from $260 to $470 per hour, with asset-based fees negotiable from 0.05% to 1.25%. Anson Analytics employs Modern Portfolio Theory, Fundamental Analysis, Cyclical Analysis, Long and Short Term Purchases, and Option Writing in its investment strategies. The firm does not accept performance-based fees, acts as a fiduciary, and does not vote client securities. Anson Analytics prioritizes client privacy and trade error resolution.