How to Invest With Us

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.

Are you a financial advisor or institutional investor?

You must be a financial advisor or institutional investor to visit this site.