Investment Analytics Inc. With a strong focus on investment program success, our firm offers analytic services to those responsible for complex investment programs. Our disciplined and proactive process enables fiduciaries to increase risk-adjusted performance over the long term.

We follow a top-down approach in designing and evaluating investment programs, tailoring them to the specific goals of each organization. Our unique process is not a one-size-fits-all approach; it is built on constant analysis and adjustment to navigate the dynamic landscape of investment management. Our clients, including large foundations, endowments, independent schools, religious organizations, and high net worth families, rely on our professional guidance to make informed investment choices and meet legal requirements.

Led by our experienced team, including founder and President Michael F. Sheets, Managing Director Harry Steinwald, Business Manager Eileen R. Sheets, and Operations Manager Tho Dinh, Investment Analytics maintains continuous communication with clients, reporting on performance quarterly or more frequently.

Contact us today to experience the difference of our comprehensive investment analytics approach