About

Archalos Team Members

Sam Sweitzer, CFA

Founder

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Mark Demos, CFA

Co-Founder

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Kristin Vano

Office Manager

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Misti Bonduris

Director of Operations

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Jennifer Rinkenberger

Attorney

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Victoria Simons

Client Services

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Charlie

Director of Barketing

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Our story

Two decades of asking a better question.

Archalos grew out of Anson Analytics, the research firm Sam Sweitzer founded in 2002. The work began with a question most of Wall Street overlooks: what if the qualities hardest to measure — character, culture, how a company treats people — are exactly the ones that drive enduring success?

Years of research turned that question into a repeatable process. The Archalos Fund is where it comes together — a values-based portfolio built on evidence, not slogans.

2002
Anson Analytics is founded by Sam Sweitzer, CFA.
The research years
A simple question becomes a repeatable, evidence-based process for measuring character and culture.
Today
The Archalos Fund brings it together — values-based investing, without compromise.
The firm

Experience you can stand behind.

A small, independent team — built around research, discipline, and a fiduciary standard.

2002
Anson Analytics founded
50+
Years of combined experience
CFA®
Charterholders Leading the Strategy
50–75
Companies in the portfolio
Our principles

How we operate.

The standards behind every portfolio we build and every relationship we keep.

Independence

We answer to clients — not to a parent company or a product shelf.

Transparency

You can see every holding in your account, always.

Long-term thinking

We invest in decades, not quarters.

Fiduciary care

We’re held to a fiduciary standard, and we take it seriously.

Ready to invest?

Your values. Your performance. One portfolio.

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.