Julex Capital Management

Upside Participation, Downside Protection
Next Generation Investment Solutions
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Investment Advisors

financial-advisorJulex Capital Management helps investment advisors like you manage your clients’ assets and grow your business with its innovative products and solutions. We have seen many advisors losing their clients during market downturns because they didn’t have a robust risk management strategy to help preserve capital and mitigate risks. By investing with Julex, you can enjoy a variety of benefits, including:

  • Outperform your peers and benchmarks with lower volatility and drawdowns;
  • Reduce the magnitude and frequency of  losses your client suffers;
  • Strong quantitative risk management discipline and robust investment models and process.

In additon, Julex will partner with you to find the best investment solutions for your clients. As a result, you will gain your clients’ confidence and grow your business.

Dynamic Alpha Products

The Dynamic Alpha suite of investment strategies are designed to deliver consistent returns for both bull and bear markets.  You can enhance returns and/or reduce risks by allocating part of your clients’ to our strategies.  More information about Dynamic Alpha products is available on the Product Page.

Dynamic Solution Products

The Dynamic Solution suite of products offers complete packaged solutions to meet your clients’s goals and risk/return profiles. By investing in those products, you can focus on serving your clients and growing your business and leave the stressful investment management duties to us.  More information about Dynamic Solution products is available on the Product Page.

Accessing Julex products for your Clients

Julex Capital Management operates as a subadvisor as well as a model manager.  We deliver our products flexibly through a number of platforms. You can utilize us through our model recommendations or separately managed accounts. For more 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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