About Us
Expert Fiduciary Guidance & Portfolio Management
We are a Registered Investment Advisory firm dedicated to delivering above average performance to our clients. Located in San Marcos Texas, we offer fiduciary investment advice, and portfolio management services to individuals and small businesses.
Our firm is a product of the evolution of how people choose to conduct business today. Annualitix employs a digital-first strategy; using internal research software, and communication and operational tools to help us offer our services in a cost-effective manner.
Our Services
Fiduciary Investment Advice
Our firm provides expert consulting. We work to help you achieve financial freedom by strategically guiding your monthly contributions.
Custom Portfolios
We provide managed access to a wide variety of investment vehicles. Our firm manages most types of accounts and provides assistance with roll-overs.
Analysis Software
Analysis Software
Our Equity Workspace (EWS) platform allows you to research and value investments on your own. (Coming Soon)
Got Stock Options, RSUs, or Concentrated Positions?
No problem. Valuing companies is our Specialty.
Our unique service allows us to build, diversify, and advise on concentrated positions. Our valuation estimates can help you decide whether to add to or trim existing holdings. Individual accounts can also provide credit against your securities.
Investment Themes
Our Founder & CEO
SEBASTIAN GARCES
"The most important and rewarding aspect of being an investment advisor representative is empowering people with financial knowledge and working to help them achieve their economic goals."
"Starting as a research intern at a Registered Investment Advisory firm (RIA) over 20 years ago, I've worked with clients for over a decade. My experience allowed me to develop the concept for Annualitix and open my own shop to help people become investors."