Investment advisors like you serve a sophisticated array of clients in an environment that is constantly evolving in complexity and risk. The “one-size-fits-all” solutions are often not sufficient for clients to achieve their financial goals. Julex Capital offers customized investment solutions that clients need to navigate fast moving, volatile markets. We are dedicated to building lasting relationships with financial advisors by providing ongoing investment support and research to help enhance the client experience.
HOW CAN JULEX HELP YOU?
Customized Investment Solutions and Proprietary Strategies
Customized investment solutions tailored to your needs: risk-based and goal-based portfolio solutions
Tactical asset allocation strategies
Alpha-oriented quantitative equity strategies
Income Solutions
ESG Investments
Option overlay strategies
Ongoing Support
Access to weekly investment webinar
Monthly market and portfolio commentary
Monthly investment and performance updates
Monthly Macro Chart Book
Quarterly Performance Review
Access to Investment Team Members