Institutional Services

Outsourced Chief Investment Officer (OCIO)

A dedicated investment steward for your institution.

We manage endowments, foundations, and pension plans with the precision and care of an in-house team, and the discipline of an institution.

Hero Pills

Endowments Foundations Pension Plans

OCIO Solutions

Everything an in-house investment office does, without the overhead.

01

Investment Policy

A clear, written framework that governs how your capital is invested and measured.

02

Asset Allocation

Strategic mixes across asset classes calibrated to your goals and risk tolerance.

03

Investment Structure

The right vehicles, accounts, and structures to hold your portfolio efficiently.

04

Dynamic Rebalancing

Ongoing adjustments that keep your allocation on target as markets move.

05

Cash Management

Liquidity managed so obligations are met without sacrificing return.

06

Manager Selection

Rigorous due diligence to identify and monitor best-in-class managers.

Why OCIO Section

Why OCIO?

The expertise of a full investment office, fully accountable to you.

Building and retaining an in-house investment team is costly and complex. An OCIO partnership gives your board the same institutional capability of governance, research, and risk oversight without the fixed overhead.

Fiduciary alignment

We serve as a steward of your mission, not a seller of products.

Institutional resources

Endowment-grade research, manager access, and risk analytics.

Board-level clarity

Consolidated reporting that makes oversight straightforward.

Conflict-free & fee-only

A fiduciary partner with no commissions and no competing incentives.

Common Questions

Frequently asked questions

Everything you may want to know before we sit down together. If your question isn’t here, we’re one call away.

Who is Anson Analytics?

We are an SEC-registered investment advisor based in Tyrone, Georgia, serving families and institutions since 2002. We integrate investment management, estate planning, and tax planning into one unified approach to wealth.

What does values-based investing mean?

It means your portfolio can reflect your convictions. We implement positive and negative screens to include companies that align with your values and exclude those that don’t, without abandoning the discipline of sound, research-driven portfolio construction.

Who do you typically serve?

We serve individuals and families seeking comprehensive wealth management, as well as organizations that need an outsourced chief investment officer (OCIO). Qualified clients can also access private equity, private real estate, and private debt funds alongside traditional portfolios.

How is your investment approach different?

We employ the same methods as some of the largest endowments and pension plans in the country. Our portfolio construction is grounded in academic research and refined through more than 50 years of combined, real-world portfolio management experience.

What is the Archalos Fund?

The Archalos Fund is our flagship values-based strategy: a focused portfolio of companies selected for strong character, culture, and financial strength. Learn more at archalos.com.

How do we get started?

It starts with a conversation. Reach out through our contact page or call us at 678-216-0795. We’ll listen first to your goals, your values, and your circumstances, then show you exactly what working together would look like.