Julex’s investment strategies are available as separately managed accounts (SMA) on the following platforms:
TAMPs (Turnkey Asset Management Platform) :
- AssetMark
- Envestnet
- Folio Institutional
- Adhesion Wealth Advisor Solutions
- SmartX
- Orion
- GeoWealth
Broker/Dealers Platforms:
- Schwab Institutional
- Fidelity Institutional
- Interactive Brokers
In addition, Julex provides the model signals to or manages assets for investment advisors and institutions directly.