Frequently Answered Questions

We are an SEC audited Registered Investment Advisor. Anson Analytics, the investment manager for the Archalos Fund, has been in business since 2002.

Start by completing the “Invest With Us” page. A member of our team will email the documents needed to open and fund your account at Schwab.

A separately managed account (SMA) is a professionally managed investment portfolio owned directly by you. Unlike a mutual fund or ETF, where your money is pooled with other investors, an SMA holds individual securities directly in your name.

The appreciation in value for the underlying securities in addition to dividend income drives the overall value of this investment.

We look for strength of culture and character, operating excellence, strategic and competitive market position, and financial strength.

The Archalos Abridged Portfolio (75% of holdings) requires a minimum of $10,000. The Full Portfolio (100% of holdings) requires a minimum of $50,000.

We charge a 1% annual fee.

This investment is very liquid with proceeds from a sell order available in only one or two days.

The strategy may be used with an IRA account but is not currently offered in a 401(k).

Each quarter, the Fund manager publishes a report including portfolio characteristics, statistics, top holdings, and performance.