Julex Capital Management

Upside Participation, Downside Protection
Next Generation Investment Solutions
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Individual Investors

financial11Julex Capital Management was founded to meet investors’ need to achieve consistent returns in both bull and bear markets. We emphasize downside protection without losing upside participation in market rallies. We believe the biggest risks of an investor’s portfolio are the deep losses and drawdowns, which not only destroy an investor’s wealth but also the confidence of re-entering the markets.

Julex offers both alpha strategies and dynamic asset allocation strategies. You can enhance your investment returns and/or reduce risks by incorporating one our Dynamic Alpha Products and a combination of them into your portfolio.  Also, you can choose one of our Dynamic Solution Products to meet your invesment goal. In addition, Julex works with you to find customized solutions to meet your financial goals.

If you are interested in learning more about our Dynamic Alpha or Dynamic Solution Products, Please visit our Products Page.

We offer our products through separately managed accounts, which give you full control, liquidity and transparency. If you are interested in further information, please contact us.

News and Commentaries

  • Julex Market Weekly 05-19-2013 | US Stocks Set Records Again
  • Julex Market Weekly 05-12-2013 | US Stocks Ended the Week at Record Levels Again
  • Julex Market Weekly 05-05-2013 | US Stocks Rose to Record Highs
  • Julex Market Weekly 04-28-2013 | Global Markets Rallied for the Week
  • Julex Market Weekly 04-21-2013 | Global Stocks Ended Lower for the Week
  • Julex Market Weekly 04-07-2013 | S&P 500 Had Worse Week in 2013
  • Julex Market Weekly 03-31-2013 | S&P 500 Index Hit a Record High
  • Julex Market Weekly 03-24-2013 | US Stocks Ended the Week Lower and Emerging Markets Continued to Slump
  • Julex Market Weekly 03-17-2013 | US Stocks Ended the Week Higher While Emerging Markets Tumbled
  • Julex Market Weekly 03-10-2013 | Dow Jones Industrial Average Hit Record

News and Commentaries

  • Julex Market Weekly 05-19-2013 | US Stocks Set Records Again
  • Julex Market Weekly 05-12-2013 | US Stocks Ended the Week at Record Levels Again
  • Julex Market Weekly 05-05-2013 | US Stocks Rose to Record Highs

Thought Leadership

Julex provides forward-looking and thought-provoking perspectives on managed ETF and asset allocation strategies as well as the investment management industry. We encourage feedback from our colleagues and clients so we can work together to overcome the challenges facing the industry and find innovative solutions to serve the best interest of our clients. Please visit our Thought Leadership Library .

For More Information:

  • 857-453-6669
  • info@julexcapital.com
  • Contact Us

Investment Quote of the Month

    "Risk is what's left over when you think you've thought of everything."
---- Carl Richards
(c) 2012 Julex Capital Management, LLC
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