A complete list of active advisors currently associated with Anson Analytics

Warmer can help you find a great advisor at Anson Analytics or one who fits your needs even better.

Anson Analytics provides discretionary and non‑discretionary portfolio management, separately managed accounts (including the Archalos strategy), model portfolio services to other advisers and TAMPs, financial planning, and pension consulting. The firm serves both individual clients—including high‑net‑worth households—and institutional plan sponsors and other entities, managing approximately $242 million across its client relationships. Its investment process uses Modern Portfolio Theory as a foundation and combines a qualitative emphasis on corporate culture and character with quantitative screens (financial health, returns on capital, valuation) to construct small‑ and mid‑cap focused portfolios (roughly $1 billion to $30 billion market caps). The firm also discloses limited use of derivatives, including option writing in suitable situations, and applies explicit buy/sell and portfolio‑construction disciplines rather than seeking to replicate a benchmark. Noteworthy disclosures in the brochure include an affiliation with a law firm owned by an associated person; the firm states it may recommend that law firm for legal services but does not receive referral fees and clients are under no obligation to use it. The firm also discloses the use of client testimonials in its advertising and offers portfolio model/provider and dual‑contract SMA arrangements, practices that are less common among its peers.

To learn more about the advisors currently working at Anson Analytics, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.