Sam
Sweitzer
Anson Analytics
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About this Advisor
Sam Sweitzer founded Anson Analytics in 2002 after serving as a pilot in the Air National Guard. The Atlanta-based firm currently has $130.17 million in assets under management. Sweitzer serves as the firms president and chief compliance officer. Prior to founding the firm, Sweitzer received his MBA from Vanderbilt University and went on to become a chartered financial analyst (CFA). He also holds a Series 65 license, which qualifies individuals to provide investing advice. Sweitzer offers retirement planning, investment planning and wealth management. He specializes in serving high-net-worth individuals, business owners, trusts and plan sponsors of retirement plans. He requires individual clients to have minimum of $500,000, and retirement plans to have a minimum of $1 million. His firm serves clients across the country, but the majority are in the Atlanta metro area. Sweitzer says he tries to reach out to clients semi-annually for portfolio reviews, but he prefers to touch base at least quarterly. Sweitzer says his goal is to use his industry experience and conflict-free business model to help clients navigate their financial journeys in a risk-managed way. Sweitzer says that he sees far too many investors making the mistake of failing to fully understand or contemplate risk. He says his fee-only firm strives to take the right risks based on extensive research of to create broadly diversified portfolios that emphasize cost efficiency and reduce overall volatility. In his free time, Sweitzer and his wife, Kathryn, have worked with nonprofits like YoungLife and Partners Worldwide. Sweitzer is also an active impact investor. He seeks investments that will improve the lives of people living in poverty, and has invested in projects in countries including Zambia, Honduras and Nicaragua.
Certifications and Registrations
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Advisor Certifications and Licenses
Series 65
CFA
Investment Advisory Services
- Retirement Planning
- Investment Planning
- Wealth Management
Sam Sweitzer Work History
Anson Analytics
Disclosures
Please visit the SEC profile of Sam Sweitzer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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