Julex 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. Our firm’s strategies are available to Financial Advisors through Placemark Investment’s UMA Marketplace®. Financial Advisors can learn more about UMA Marketplace® and get access to our strategies by going to www.umamarketplace.com or calling Placemark’s Advisor Support Team at 1.800.266.7615.
For more information, please contact us.