Through 50 years of experience we've gained unique insight into the areas most portfolio managers simply miss. We've distilled what's missing into three big ideas — scroll to explore them.
We gather, process, and analyze hundreds of qualitative sources — industry journals, social media, discussion boards, alternative media — to surface the signals that financial filings hide.
Using a proprietary qualitative framework, we study how companies actually operate over time — then pressure-test it against financial reality: a strong financial position and durable performance.
We narrow more than 1,200 publicly traded small- and mid-sized companies down to roughly 60 that meet our standard — a portfolio aligned with your values and engineered for the long game.
We gather, process, and analyze hundreds of qualitative sources — industry journals, social media, discussion boards, alternative media — to surface the signals that financial filings hide. That insight becomes your edge.
Deeper data, better decisions.
Using a proprietary qualitative framework, we study how companies actually operate over time.
But we don't stop at culture. We pressure-test it with financial reality: a strong financial position and durable performance.
Investing without character data is investing on half the picture.
We narrow more than 1,200 publicly traded small- and mid-sized companies down to roughly 60 that meet our standard. The result is a portfolio aligned with your values and engineered for the long game.
Character and culture, in the same portfolio.
Whether you're opening your first account or running a larger mandate, the value proposition is the same — a transparent, values-aligned portfolio, managed with discipline.
Own the portfolio directly through an Individual, Joint, IRA, or Trust account.
Allocate client capital to a values-based sleeve with full look-through.
A principled, long-horizon allocation that reflects what the family stands for.
Separately managed accounts for institutional-style mandates.
The intangible qualities — how a company treats its people and makes decisions — that filings never capture but consistently predict which businesses endure.
Disciplined execution and operational rigor — the day-to-day quality that turns a good business into durable, repeatable performance year after year.
A strong financial position and durable performance — the financial reality every cultural strength is pressure-tested
against.
Custodians & professional affiliations
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Same principle behind every finding: character and culture drive durable performance.
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Everything you need to know about investing with the Archalos Fund.
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 of 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.
Stop choosing. Start compounding the kind of capital you're proud to own.
We offer digital onboarding with a simple online form — you can have a fully-funded Archalos account in just a few days, custodied at Charles Schwab or Fidelity.
