Product Summary

Dynamic Alpha Products

Julex offers four main model products: Dynamic Focus, Dynamic Income, Dynamic Factor, and Dynamic Emerging Market.  Financial advisors, RIAs, individuals, and institutional clients will typically choose one of the four portfolio strategies, or combination of strategies, depending upon the investment objectives, risk tolerance, and other factors they are trying to meet.

Clients of Julex have a choice of 4 different product strategies as follows:

  • The Dynamic Focus strategy is a multi asset class strategy that seeks to achieve better returns thanequity markets with lower volatility and lower peak-to-trough drawdowns.  The multi asset class strategy can include ETF, ETN, or index fund investments in U.S. and international developed market stocks and bonds, as well as gold, energy, commodities, emerging market securities, and real estate.  It is a focused strategy that will include only those macro asset classes that are best determined to outperform in that risk environment.
  • The Dynamic Income strategy is a multi asset class strategy that seeks to achieve better returns than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns.  The multi asset class strategy can include ETF, ETN, or index fund investments in income-producing asset classes including dividend-paying equities, real estate, high yield bonds, emerging market bonds, and U.S. Treasury bonds.  It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment.
  • The Dynamic Factor strategy is a strategy that seeks to achieve better returns than the S&P 500 Index with lower volatility and lower peak-to-trough drawdowns.  The strategy rotates between the S&P industry sectors, style classifications, and bond investments.  It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment.
  • The Dynamic Emerging Market strategy is an emerging market strategy that seeks to achieve better returns than the MSCI Emerging Market index with lower volatility and lower peak-to-trough drawdowns.  The strategy rotates between the countries, regions and styles in the emerging markets and bonds.  It is a flexible strategy that will include allocations that can be either focused or diversified depending upon the risk environment.

Dynamic Solution Products

Julex also offers a suite of global asset allocation solutions designed to provide targeted levels of risk.  For these products we allocate appropriate combinations of the four major Julex products plus other asset class ETFs, ETNs, or index funds into mixes supporting Dynamic Defensive, Dynamic Conservative, Dynamic Moderate, or Dynamic Aggressive “all-in-one” investment solutions.