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.