AG Capital Management is a Texas-based independent registered investment advisory firm that manages portfolios for high net worth investors including entrepreneurs, professionals, family trusts, and estates.

Founded in 2006 by Agustin Gonzalez, the firm is committed to meeting the needs of our clients – preserving their capital, managing risk, and delivering outstanding long-term returns through differing economic and market cycles.

Our philosophy…
Our mission is simple: prudently navigate the financial markets. We take an independent, analytical approach to the market – focusing on objective research and macroeconomic strategies to deliver superior, consistent results. We don’t rely on novelty, black box techniques or trendy economic schemes. We rely on our experience, passion and talent.

Our portfolio management process employs innovative thinking and a solid understanding of the instruments that drive our investment policies. We believe in researching traditional stock models and exploring new valuation techniques, and building these efforts into results delivered directly to our clients.

Our Selection Process... a Three Front Analysis
Macroeconomic Conditions
– GDP figures and projections
– Unemployment situation and the impact on aggregate demand
– Inflationary issues as they impact CPI and PPI
– Political policy concerns

Top Tier Firms
– Clear and sustainable competitive advantage
– Proven management ability – track record of achievement against previous situations and objectives
– Market leadership and superior innovations business models

Attractive Valuations
– Focus on the intrinsic value of a firm
– Low valuations relative to sustainable cash flows and future growth potential
– Discount to our estimate of net asset value
– Identifiable “catalysts” that might project higher valuations prospects

Once we are comfortable on all three of these fronts, we then engage into the investment process.