Julex Capital Management, LLC (Julex), founded in 2012 and registered in Massachusetts, is an investment advisory firm dedicated to creating innovative outcome-oriented solutions for institutions and individuals. Julex is managed by industry veterans with strong academic and practical experience in portfolio management, asset allocation, risk management and quantitative research across asset management, hedge fund and insurance industries. Julex offers a variety of multi-asset, rule-based, and risk-managed total return strategies that are designed to deliver consistent returns with low volatility and drawdowns in both bull and bear markets.

Julex believes that traditional benchmark-centric investment approach and other alternative investment strategies do not provide adequate downside protection to investors’ portfolios, as evidenced during the financial crisis of 2008. By actively managing the downside risks through Julex’s strategies, investors can not only fully enjoy the upside potentials the markets offer, but also avoid the painful losses that destroy wealth and confidence during market downturns.

Julex operates as an investment manager as well as a research provider. In addition to our standard product offerings, we build strong partnerships with our clients to deliver customized solutions for institutions, advisers and individuals. Julex is an independent, employee-owned firm which offers conflict-free strategies and solutions to serve the best interests of our clients. Currently, Julex also provides investment research to over 300 subscribers through its research website: All Season Investing.

Julex offers time-tested investment strategies that deliver consistent returns in both bull and bear markets. With forty years of financial data, Julex has throughly tested and developed a robust three-step investment process that helps protect the downside while actively participate in the market rallies.

Julex utilizes a multi asset approach to lower investment risks and drawdowns. By diversifying among a large set of asset classes such as US equities, international equities, emerging market equities, real estate, commodities, energy limited partnerships, high yield and emerging market bonds, investment grade and Treasury bonds, Julex generates attractive risk-adjusted returns over a full market cycle.