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Climbing is, above all, a matter of integrity. Mobile: 415 320 6902. Anselme Capital is a fee only Registered Investment Adviser. We endorse fiduciary duty for all our clients. Is to use the latest academic advances in financial theory to provide individual investors, foundations, and 401K plans, with portfolios which:. 1 precisely fit the client’s risk profile. 2 diversify assets very broadly and methodically, using mathematical methods. 3 provide statistically superior long run performance.

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Marc Anselme

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Marc Anselme

548 Mar●●●●●●● #11465

San ●●●●isco , CA, 94104

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ac●●●●●●●●●●@hotmail.com

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Marc Anselme

548 Mar●●●●●●● #11465

San ●●●●isco , CA, 94104

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ac●●●●●●●●●●@hotmail.com

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Climbing is, above all, a matter of integrity. Mobile: 415 320 6902. Anselme Capital is a fee only Registered Investment Adviser. We endorse fiduciary duty for all our clients. Is to use the latest academic advances in financial theory to provide individual investors, foundations, and 401K plans, with portfolios which:. 1 precisely fit the client’s risk profile. 2 diversify assets very broadly and methodically, using mathematical methods. 3 provide statistically superior long run performance.

<META> KEYWORDS

1 gaston rebuffat

2 about us

3 our method

4 theoretical foundations

5 portfolios’ building blocks

6 portfolio design

7 open architecture

8 client resources

9 blog

10 registered investment adviser

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gaston rebuffat,about us,our method,theoretical foundations,portfolios’ building blocks,portfolio design,open architecture,client resources,blog,registered investment adviser,marc@anselmecapital com,tweet,what we do,our purpose,our strength

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Home | anselmecapital.com Reviews

https://anselmecapital.com

Climbing is, above all, a matter of integrity. Mobile: 415 320 6902. Anselme Capital is a fee only Registered Investment Adviser. We endorse fiduciary duty for all our clients. Is to use the latest academic advances in financial theory to provide individual investors, foundations, and 401K plans, with portfolios which:. 1 precisely fit the client’s risk profile. 2 diversify assets very broadly and methodically, using mathematical methods. 3 provide statistically superior long run performance.

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anselmecapital.com

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Home

http://anselmecapital.com/index.html

Climbing is, above all, a matter of integrity. Mobile: 415 320 6902. Anselme Capital is a fee only Registered Investment Adviser. We endorse fiduciary duty for all our clients. Is to use the latest academic advances in financial theory to provide individual investors, foundations, and 401K plans, with portfolios which:. 1 precisely fit the client’s risk profile. 2 diversify assets very broadly and methodically, using mathematical methods. 3 provide statistically superior long run performance.

2

Open Architecture

http://anselmecapital.com/open-architecture.html

Climbing is, above all, a matter of integrity. Mobile: 415 320 6902. The various functions of a 401K plan are:. Administration (trust accounting, discrimination testing, contribution allocation and preparing 5500 form). Record Keeping (keeping track of all transactions, directing the trustee). Trustee (holds the selected funds, allows fund trading). Fund management (manages the individual funds selected in the lineup). Better service for each functions, with providers that are very focused. Plan sponsor ...

3

Client Resources

http://anselmecapital.com/client-resources.html

Climbing is, above all, a matter of integrity. Mobile: 415 320 6902. Or on the TD Ameritrade logo to access your brokerage account. See your account holdings and transactions, get your tax. Download your tax forms. Create your capital gain/loss reports. You will need your userID and password. Please contact me if you lost that. 2016 Anselme Capital, Inc.

4

Our Method

http://anselmecapital.com/our-method.html

Climbing is, above all, a matter of integrity. Mobile: 415 320 6902. 2016 Anselme Capital, Inc.

5

3(38) Adviser

http://anselmecapital.com/3(38)-adviser.html

Climbing is, above all, a matter of integrity. Mobile: 415 320 6902. Anselme Capital can be a 3(38) Investment Adviser for 401K plans. In this capacity, Anselme Capital will take fiduciary duty and discretion to:. Select the funds for the plan. Construct model portfolios (A2-10 and S2-10) from these funds and offer them to plan participants. Educate and advise participants as to which model portfolio fits them. Monitors all funds and models over time, and make appropriate changes.

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anselmecapital.com

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Climbing is, above all, a matter of integrity. Mobile: 415 320 6902. Anselme Capital is a fee only Registered Investment Adviser. We endorse fiduciary duty for all our clients. Is to use the latest academic advances in financial theory to provide individual investors, foundations, and 401K plans, with portfolios which:. 1 precisely fit the client’s risk profile. 2 diversify assets very broadly and methodically, using mathematical methods. 3 provide statistically superior long run performance.

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