Analytical Investment Firm serves nearly 1 million investors in California. We attribute a great deal of our success to our analysis and personal, long-term approach to investing.

AI has consistently been ranked among the best companies to work for by Accounting Magazine and our partners tend to stay with us for years. Since we’re still a privately owned company, AI has a very personal feel that’s almost like family. And we’re very proud of that.

Spencer Egan – CEO of Analyical Investment

Benjamin Rodriguez – CFO Analytical Investment

Amber House – COO Analytical Investment

Albert Bartz – President/Senior Investment Consultant

MJ Magdalera – VP/Senior Investment Consultant


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