How We Got Here

Our firm was born in 1998 from a passion for investing combined with the realization that large Wall Street firms simply don’t work in their client’s interest.

In 2005 our firm shifted from individual stock and bond picking to passive asset class investing because of strong academic evidence pointing to its benefits.

In 2015 we developed an asset allocation algorithm to construct all our portfolios based on past data. We did this because of the striking absence of allocation techniques in passive investing.

In 2016 we developed a proprietary financial planning tool. This came from frustration with the vagueness and inaccuracies of existing software. We think that clients have a sharp need to see clearly the impact of their family decisions on their financial assets.

In 2018 we introduced our Giboulées™ portfolios. These portfolios extend the use of our optimization algorithm by considering margin debt as an asset class. Borrowing characteristics from the risk parity approach, these portfolios are substantially more efficient when ran with historical data.

Please check our ADV, Code of Ethics, and our Privacy Policy for everything we and the regulators want you to know about us. Since 1998, Anselme Capital has not registered one single customer complaint. Check the Financial Industry Regulatory Authority here.

Our Team

Marc Anselme, Founder & CEO

For my M.S. at Georgia Tech I designed immobilized yeast bioreactors. For my Ph.D. at Georgia Tech I measured critical properties and modeled critical points of dilute polydisperse mixtures. My minor was in math (differential equations).

As a Scientist for Shell Research in Amsterdam, I showed that Antarctic fish glycoproteins could block the growth of hydrate crystals in subsea pipelines, this led to two patents and a top 10 Shell Research award. I also started to invest as a hobby, stock picking in the field of oil and gas exploration and production at first. I also started an MBA with the Henley Management college. I never wrote the thesis, but I discovered Economics and Finance. Investing became my passion. As a business/IT consultant for Shell in The Hague I hedged overnight exposure to oil price volatility for Shell trading, designed Electronic Document Management systems, and tracked emerging IT for the Group. My investing hobby focused on the birth of the commercial internet and quickly turned into a passion that turned into my career.

As a stockbroker for Paine Webber in Atlanta, I discovered that people have a dire need for honest, clear, unbiased advice about their finances, something most brokers fell far short in providing. So I started Anselme Capital in 1998. Starting in 2005, Anselme Capital moved away from stock and bond picking and and started to focus on evidence based investing where we applied Nobel Prize winning financial theories to choose passive investing building blocks.

In 2016 my son joined me and together we developed a financial planning tool which is flexible, thorough and aims to provide clear guidance to support our clients’ financial decisions.

Over the years, I’ve volunteered with the Council on International Educational Exchange, I counseled startup entrepreneurs with SCORE, and I tutored teens in Math, Physics and Chemistry. I was born in a small town in the French alps, I raced and coached alpine skiing, I climb mountains and love ski mountaineering, I swim and ride a motorcycle all over the western U.S. I breed koi, and I enjoy aquaponic gardening at my home in Sacramento.

Education

- M.S. Chemical Engineering, National Polytechnic Institute (Toulouse, France).

- M.S. Ch.E. Georgia Institute of Technology (Atlanta, GA). Focus on Bioreactor design.

- Ph.D. Ch.E. Georgia Institute of Technology. Focus on Thermodynamics, minor in Mathematics

Alex Anselme, Wealth Advisor

I received a bachelor’s degree in economics from the University of Oregon with a focus on behavioral economics. I then attended Skema Business School in the South of France to study financial markets and investments with aspirations of being a day trader. What I learned through my courses was that the norms in finance are dated, inefficient, and morally detached.

I chose to apply my interest in behavioral economics to my thesis paper, writing on the subject of home bias in portfolio management. The tools and results of this paper have been applied to our current optimization model as well as towards helping international clients structure their portfolios to mitigate currency fluctuation risk.

Following graduate school, I was given the opportunity to automate accounting procedures at A.M.A Selections and reduced sixteen hours of work monthly to three hours. My position at the company also included creating a complex receipt creation and storage tool to be used across multiple businesses.

All of these attributes I’ve brought with me to Anselme Capital. My joy in working here is that I get to be employed by a business that I know cares about the people it serves. My daily work goes into increasing the efficiency of our company to better help our clients, as well as the ever continued refinement of our optimization method and financial planning tool. I am an avid (albeit not good) basketball player, tennis player, and runner.

Education

- B.S. Economics, University of Oregon

- M.Sc. Financial Markets and Investments. Skema University (Sophia Antipolis, France)

Our Mission

We listen, clarify, plan, and coach, to empower you.

Our Commitment

Your interest comes first. For this, we endorse fiduciary duty toward you, we disclose all conflicts of interest if they occur, we never derive any economic benefits from the funds we use, we are fee based and we keep all your costs transparent.

We are dedicated to using data, mathematical techniques, published academic theories, and evidence based methods to design portfolios that are optimized for their risk/return characteristics.